This facility displays the results of the BJU3AZ Underwriting batch run to check that the risk benefit cover for all members of a product does not exceed the evidence of health (EOH) limit. For more detailed information on this process, refer to
Supplements
Processes
Underwriting
My Work
Process SR
Pre-Benefit Screening / Underwriting
Disability Claim Assessment
The user is able to check the changes in members’ risk benefit cover amounts and manage the EOH for each member’s risk benefit cover. Decisions made by the Underwriter can be documented for each member.
In addition, documents can be uploaded for the member and existing documents already uploaded can be viewed.
Note:
This functionality can also be accessed from Clients > Members>(Select a Scheme and Member) > Underwriting.
From the JU1BK List screen, select a product and then select Underwriting from the sub-menu on the left.
The JU3BM Risk Schedule List screen will be displayed.
This screen displays a list of all members whose annual salary exceeds the EOH limit for the product.