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Internal Assignments

In Axvero, internal assignments allow managers and administrators to delegate applications to specific team members for underwriting and review. This ensures that each application is handled efficiently and by the most appropriate user.

How Internal Assignments Work​

  • Managers/Admins Assign Applications:

    • Managers or organization administrators can assign applications to users within their team.
    • Assignments are typically based on user expertise, workload, or role.

  • Underwriting Process:

    • Once assigned, the user receives a notification and can access the application in their dashboard.
    • The user is responsible for performing underwriting tasks, reviewing documents, and updating the application's status.

  • Tracking and Accountability:

    • All assignments are tracked within the system, providing visibility into who is responsible for each application.
    • Managers can monitor progress and reassign applications if needed.

Example Scenario​

  1. An admin reviews incoming applications and assigns a complex financial risk case to a senior underwriter.
  2. The underwriter receives the assignment, reviews the application, and completes the underwriting process.
  3. The admin monitors the status and provides support if required.

Benefits​

  • Efficient Workflow: Ensures applications are processed by the right people.
  • Clear Responsibility: Each user knows which applications they are responsible for.
  • Improved Collaboration: Facilitates teamwork and communication between managers and underwriters.

Tip: Use internal assignments to balance workloads and leverage team expertise for better application outcomes.