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RAM - Coggle Diagram
RAM
sales user creates quote
Referred to underwriter
Under writer
Accept
Sales User Issues the Policy
Decline
Sales user Unable to issue the policy
Needs Improvement
Sales User can make changes in quote
If sum insured increased again fac need to adjust
Need to perform underwriter Action
If sum insured decreased sales user can issue policy
Counter Offer
A counteroffer means the original offer was rejected and replaced with another one.
Click On counter Offer without Adjustment of fac amount
New Quote number will be generated
complete the fac adjustment with new quote number
Perform counter offer Action
1 more item...
Reassign
Action can be transferred to another person
Facultative adjustment