Setting Underwriting Defaults

Before underwriters import data and perform analyses on contracts in Underwriting Contract Mode, system administrators set up underwriting defaults to use in Touchstone, such as the databases and default settings for the different underwriting analysis types.

To set underwriting defaults:

1.     Open the Administration Console.

2.     In the navigation pane, click Global Defaults.

3.     Click Underwriting Defaults.

4.     Specify the underwriting default settings.

5.     Click Save.

Related topics

•       Underwriting Contract Mode

•       System Administrators (role permissions)

•       Underwriting defaults (in Global Defaults area)

•       Currency rate settings

•       Geocoding settings