Insurance Policy Underwriting

Secure processing · product access control · permanent duplicate history

UserROLE

Assigned Products

1 Upload2 Process3 Review4 Download

Upload product lot

XLSX / XLS · processed in a background worker so the page stays responsive

LOT NUMBER

PAYMENT DATE

UTR NUMBER

BRANCH LOCATION

SM ID

Already Underwritten

Permanent case-number history in D1. Records remain until an admin deletes them.

Total 0

Users & Product Rights

Underwriters can process assigned products. Only admins can edit rates/configuration.

USERNAME

DISPLAY NAME

TEMP PASSWORD

ROLE

Products

Select a product. Rates, rules and output columns switch with it.

Admin only · saved configuration is synchronized to D1.

Global Output Formatting

Applies to every exported sheet.

ALL PRODUCTS

FONT

FONT SIZE

TEXT CASE

HEADER BACKGROUND

HEADER TEXT COLOR

Trim text / extra spaces

Bold headers

Borders on output cells

SAMPLE OUTPUT HEADERPreview

Rate Table

EDITABLE JSON

Calculation

Validation Rules

Quality Controls

Input Field Mapping / Aliases

Output Configuration JSON

Live mapping/order configuration.

LIVE

Summary / Lot Output Columns

Master Output Designer

Import Config

Kogta Underwriting Hub

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Insurance Policy Underwriting

Assigned Products

Already Underwritten

Users & Product Rights

Products

Global Output Formatting

Rate Table

Calculation

Validation Rules

Quality Controls

Input Field Mapping / Aliases

Output Configuration JSON

Summary / Lot Output Columns

Master Output Designer