Automated Underwriting Policies
The Automated Underwriting feature in Logixx CRM allows administrators to define, manage, and apply underwriting rules to applications automatically based on specific criteria.
This guide walks you through how to access, understand, and manage Automated Underwriting (UW) Policies in the system.
Navigation Path
To access the Automated Underwriting Policies section:
Admin > Site Setup > System Configuration > Automated Underwriting > Policies
🧩 Automated Underwriting Profiles
Once you're in the Policies section, you'll land on the Automated Profiles screen. This screen organizes all existing underwriting profiles in a table format with the following columns:
Profile Table Columns
Column Name | Description |
Name | The name of the underwriting profile. |
Active | Indicates whether the profile is currently active and in use. |
Description | A brief explanation of what the profile is used for. |
Active Policies | Number of underwriting policies that are active under this profile. |
Inactive Policies | Number of policies that exist in the profile but are currently deactivated. |
Reviewers | List of users or roles responsible for reviewing the underwriting results. |
Operations | Actions such as Configure, Toggle status and Delete that can be performed on the profile. |
➕ Add New UW Profile
To create a new underwriting profile:
Click the “Add” button at the top or bottom of the page.
Fill in the required fields in each tab:
General tab : Name, Active, Description and Service plan (Select from the Dropdown)
Reviewer: Select Users - Lead roles from the dropdowns.
Policies : Select and configure the policies
Save the profile.
🔒 Permissions
Only users with Admin or Underwriting Manager roles can access and modify these settings.
🛠 Tips & Best Practices
Make sure only one profile is active per application flow to avoid conflicts.
Keep descriptions clear and meaningful for easy identification.
Regularly review and update inactive policies to ensure the system reflects current underwriting standards.