Give preparation, underwriting, administration and audit work clear owners.
| Role | Group policies | Employer eligibility | Coverage and endorsements | Claims and decisions | Premiums and payments | Review and evidence |
|---|---|---|---|---|---|---|
| Insurance Coordinator | Edit | Edit | Edit | — | Edit | Edit |
| Authorized Underwriter | View | View | View | View | View | View |
| App Administrator | Edit | Edit | — | — | — | Edit |
| Auditor | View | View | View | View | View | View |
| Claims Examiner | View | — | View | Edit | View | — |
Prepare assigned operational records and execute eligible reviewed actions.
Starts on: Policy lifecycle board
Review eligible revisions independently and reconcile operational evidence.
Starts on: Eligibility review inbox
Maintain organization configuration and membership.
Read authorized evidence and reports.
Starts on: Active policy register
Reviews reported losses, coverage and insurer decisions within an assigned organization.
Starts on: Claims for assessment
Start free, then use Proto to change fields, steps and approvals before your team goes live.