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Add Eligibility and Underwriting Rules
Vlocity Insurance uses eligibility rules to filter a root product in or out of quotes at runtime. Underwriting (workflow) rules determine when a runtime quote for a root product can be automatically issued as a policy, when it must be sent to underwriting, and when a policy issue is automatically declined.
For example:
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If an insurance product isn't available in Alaska, use a simple eligibility rule to exclude it from quotes for customers with an Alaska address.
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Set up underwriting rules to automatically issue a homeowners product if the value of the building is under $500,000, to send the quote to underwriting for building values between $500,000 and $1 million, and to automatically decline policy issuance if the value is over $1 million.
To learn how to add eligibility rules, see Create Product Eligibility Rules.
To learn how to add underwriting rules, see Underwriting (Workflow) Rules.
Additional rules may apply to all products that use a specific state model. If the state model a product uses has state transition rules, don't create underwriting rules that do the same things.
