Insurance · Quoting & Underwriting
Risk assessment checklists
A standard list of risk factors an underwriter checks before quoting or accepting a policy application.
What it usually contains
- Property, occupancy, and construction details to verify
- Loss history and prior claims questions
- Safety, security, and maintenance requirements
- Referral triggers for senior underwriter review
- Sign-off lines and date of inspection or review
What the assistant uses it for
Use it to answer what information must be gathered on a given risk, which conditions require referral or decline, and what evidence supports an underwriting decision.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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