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Underwriting PDF Print

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arrowSample Online Underwriter Worksheet
arrowUnderwriter Requirements Tracking

The FIMMAS underwriter workstation provides streamlined access to underwriting tasks:

  • Automatic determination of which new applications require underwriter reviews versus those available for speedy issue
  • Automatic determination of underwriting requirements based on plan, age, amount, and other user-defined variables
  • Application status tracking
  • Checking of approvals and licensing
  • Automatic follow ups and reminders on pended items
  • Underwriting instructions and referrals to support staff
  • Underwriting notes and comments
  • Underwriting analysis reports
  • Automatic generation of forms and letters
  • System calculation of premiums
  • Interface with mainframe-based MIB and Alpha index systems
  • Security for personal health information
  • Online access to reinsurance database



Sample Online Underwriter Worksheet

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Underwriter Worksheet

The FIMMAS online underwriter worksheet provides access to all underwriting inquiry and maintenance functions.

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Underwriter Requirements Tracking


FIMMAS automatically creates a list of underwriting requirements based on plan rules. User-defined rules specify tasks, documents, sign-offs, or other elements that must be completed before an application can be approved. FIMMAS comprehensive requirements tracking and task tracking capabilities help users track the status of these requirements.

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Requirements Maintenance List

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