Interactive Guide: Move an Entity Through Workflow Stages in BreachRisk™ for Insurance
1. Navigate to view a single entity
Easy way: search for an entity using the entity search at the top of the sidebar.
(Or select an entity.)
Entities in the Targets stage get an early look and periodic refresh to support renewals.
2. Use buttons to move Stages
The Applications stage gets the fastest scans - so you can always be ready to decide.
When viewing a single entity, you'll see options to move stages.
Move to the Applications stage when this risk is on your desk, or will be soon.
(Entities in the Applications stage get the highest priority for fresh scans.)
3. When to Place on Book
Entities on your book get continuous monitoring if you have the Pre-Claim Intervention module, supporting renewals with the best possible analytics over the long term.
Select Move to Book to enable Pre-Claim continuous monitoring (if enabled).
4. When to Decline
Select Decline when you decide to not bind, and when you don't want to write this risk.
(You'll be able to track this entity for peer review and move it later if you change your mind.)
5. When to use Targets
Select Targets if you don't win the client.
(Targets will be periodically monitored so you are ready to win them next time.)