Risk Summary

Overview

The Risk Summary screen in Insureflow allows users to view the answers to all questions within a workflow quickly.

For example, they may wish to see all answers within the Standard Flow, PreBind Flow and Cancellation Flow.

By default the Risk Summary tab will always show the questions for anything asked in the Standard flow. It needs to be configured if you want to display information outside this flow.

How to Define

You can also define exactly what flows show and in what risk status, so for example, if a risk has been cancelled, you would set the Risk Summary up as follows:

Top Level:

Content 1#:

Set to show all questions in the "Standard" flow. Through the Flow Label we've updated it to show "New Business" and then told the system to show this in all flow status types.

Content 2#

Now, we've added another tab to display the data from the "Cancellation" Flow. We've told the system to only show this tab if the risk is in Cancelled status. We do this as there's no point in showing a tab of empty data if the risk is not cancelled.