Assign policy, offer, claim and administration responsibilities clearly.
The person preparing a trip review should hand the submitted version to Offer Reviewer for the decision.
Claims Specialist assembles a case; Claims Authorizer records the benefit decision and reason.
Use the policy attachment's visibility setting and the team's access rules when sharing documents.
Admin maintains team membership and checks that a policyholder and policy belong to the intended organization.
| Role | Organizations and policyholders | Policies and coverage | Trip offers and review | Premiums and issuance | Claims and decisions | Payments and evidence |
|---|---|---|---|---|---|---|
| Policy Operations | Edit | Edit | Edit | Edit | Edit | Edit |
| Trip Review Specialist | View | View | Edit | View | View | — |
| Offer Reviewer | — | View | Approve | Approve | View | View |
| Claims Specialist | — | View | — | View | Edit | Edit |
| Claims Authorizer | — | View | — | View | Approve | Approve |
| Admin | Edit | View | Edit | Edit | Edit | Edit |
Maintains policyholders, policies, coverage lines and endorsements for the organization.
Starts on: Policies needing review
Prepares trip details and carrier quotes for a policy-linked review.
Starts on: Submitted trip reviews
Decides submitted trip offers and records the reason against the policy revision.
Starts on: Submitted trip reviews
Records reported losses and prepares evidence for a benefit decision.
Starts on: Claims needing assessment
Makes the benefit decision and records its reason and approved amount.
Starts on: Claims needing assessment
Maintains organization membership and access while monitoring operation results.
Start free, then use Proto to change fields, steps and approvals before your team goes live.