Advisors now have transparency to see underwriting decision reasonings. An advisor will see the underwriting reasoning in their final offer notice email (prior to sending the offer to the client). Advisors will also be able to see the reasoning in their Account Center for initial offers (Fluidless knockout, TLIC) and final offers.
- Underwriting Reasoning via Email for Final Offer
- Underwriting Reasoning via Account Center
Log into your Coverpath and select Cases at the upper corner. Then select on that specific case. Once you hover over the Why?, it will display the reasons for the underwriting decision and may also include the underwriter’s notes.