Set clear preparation, decision, administration and audit boundaries.
Insurance Coordinator manages assigned policies, coverage, attachments and veterinary claims.
Authorized Underwriter reviews a policy revision independently and reads claim and payment evidence.
App Administrator maintains organizations, policyholders and team members.
Auditor reads the decision, receipt and payment trail without changing it.
| Role | Policyholders and carriers | Policy preparation | Coverage and endorsements | Policy review and issue | Veterinary claims | Claims and settlement |
|---|---|---|---|---|---|---|
| Insurance Coordinator | View | Edit | Edit | Edit | Edit | Edit |
| Authorized Underwriter | View | View | View | View | View | View |
| App Administrator | Edit | — | — | — | — | — |
| Auditor | View | View | View | View | View | View |
| Admin | Edit | View | View | View | View | View |
Prepare assigned operational records and execute eligible reviewed actions.
Starts on: Draft Policies
Review eligible revisions independently and reconcile operational evidence.
Starts on: Veterinary Claims To Review
Maintain organization configuration and membership.
Starts on: My Team Member Record
Read authorized evidence and reports.
Starts on: Veterinary Claims To Review
Maintain user access and investigate configuration issues across the operating records.
Start free, then use Proto to change fields, steps and approvals before your team goes live.