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Escalation Process

In Axvero, the escalation process allows users to forward applications to other team members or managers when they are unable to make a decision or when urgent attention is required. This ensures that applications are handled efficiently and by the right people, according to the organization's underwriting workflow.

When to Escalate​

  • Decision Support: If a user cannot make a decision on an application, they can escalate it to a manager or another qualified user for review.
  • Urgency: Applications requiring immediate attention can be escalated to users with higher authority or specialized expertise.
  • Custom Workflow: The escalation process can be tailored to fit the organization's specific underwriting procedures and hierarchy.

How Escalation Works​

  1. Initiate Escalation: The user selects the application and chooses the option to escalate.
  2. Select Recipient: The user selects the appropriate recipient (e.g., manager, senior underwriter, or another team member).
  3. Add Notes (Optional): The user can add comments or notes explaining the reason for escalation.
  4. Notification: The recipient is notified and can take action on the application.

Example Scenario​

  • An underwriter is unsure about a complex financial risk application and escalates it to the underwriting manager for further review.
  • An application flagged as urgent is escalated to a senior team member to ensure timely processing.

Benefits​

  • Efficient Decision-Making: Ensures applications are reviewed by the right people.
  • Flexibility: Supports custom escalation paths based on organizational needs.
  • Transparency: Tracks escalation actions for accountability and audit purposes.

Tip: Regularly review escalation procedures to ensure they align with your organization's workflow and improve application outcomes.