Insurance Policy Underwriting
Secure processing · product access control · permanent duplicate history
U
UserROLE
Admin Dashboard
Users, permanent underwritten history and recent imports at a glance.Already Underwritten by Product
Recent Imports
Assigned Products
1 Upload2 Process3 Review4 Download
Upload product lot
XLSX / XLS · processed in a background worker so the page stays responsive
Already Underwritten
Permanent case-number history in D1. Records remain until an admin deletes them.Total 0
Import History
Tracks each Already Underwritten file import for this product.Users & Product Rights
Underwriters can process assigned products. Only admins can edit rates/configuration.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.SAMPLE OUTPUT HEADERPreview