Put policy preparation, insurer decisions, configuration and audit access with the right people.
Insurance Coordinator prepares assigned policy and survey records; Authorized Underwriter makes independent decisions on eligible cases.
App Administrator maintains insurer organizations, policyholders and team membership. Keep people within their authorized book.
Auditor reads the decision and payment trail within authorized scope. Attachment visibility distinguishes Internal and Shared material.
Rehearse both the coordinator's working view and the underwriter's decision path before opening a live operating cycle.
| Role | Policy book | Coverage and endorsements | Policy review and issuance | Cargo surveys | Claims and decisions | Payments and receipts | Activity and evidence |
|---|---|---|---|---|---|---|---|
| Insurance Coordinator | Edit | Edit | Edit | Edit | — | — | Edit |
| Authorized Underwriter | View | View | View | View | View | View | View |
| App Administrator | Edit | — | — | Edit | — | — | — |
| Auditor | View | View | View | View | View | View | View |
| Admin | Edit | View | View | Edit | View | — | View |
Prepare assigned marine operational records and execute eligible reviewed actions.
Starts on: Submitted Cargo Surveys
Review eligible marine revisions independently and reconcile operational evidence.
Starts on: Submitted Cargo Surveys
Maintain marine organization configuration and membership.
Read authorized marine evidence and reports.
Starts on: Submitted Cargo Surveys
Configure access and supervise the marine operating setup.
Start free, then use Proto to change fields, steps and approvals before your team goes live.