Problem Statement

Underwriting review requires comparing each Group Information Card against the prior year's card and the current rate sheet to catch discrepancies before pricing is finalized, and a team of underwriters does this comparison manually. The work is detailed and repetitive, and an error that slips through can misprice a group.

Automation Solution

This automation reviews Group Information Cards by saving each to its designated location, comparing it against the prior-year GIC and the corresponding rate sheet, flagging discrepancies, and applying an underwriter approval stamp to records that pass review.