Give preparation, decisions, administration and audit distinct access.
Insurance Coordinator manages assigned policy and evidence records.
Authorized Underwriter reviews revisions and examines benefit evidence.
App Administrator maintains organization and team membership.
Auditor reads the case trail and reports without changing it.
| Role | Policies and issuance | Policyholders and teams | Premium collection | Claims and settlement | Maturity reviews | Review and evidence |
|---|---|---|---|---|---|---|
| Insurance Coordinator | Edit | View | View | Edit | View | Edit |
| Authorized Underwriter | View | View | View | View | View | View |
| App Administrator | — | Edit | Edit | — | — | Edit |
| Auditor | View | View | View | View | View | View |
| Claims Examiner | View | — | — | Edit | — | View |
Prepares assigned operational records and executes eligible reviewed actions.
Starts on: Lifecycle and issuance
Reviews eligible revisions independently and reconciles operational evidence.
Starts on: Submitted maturity decisions
Maintains organization configuration and membership without business approval authority.
Read-only scoped audit of authorized evidence and reports, with no write or action execution.
Starts on: Operations and results
Assesses reported losses and prepares the evidence for an authorized claim decision.
Starts on: Claims by loss date
Start free, then use Proto to change fields, steps and approvals before your team goes live.