Touchstone Workflows in Portfolio Mode and Underwriting Contract Mode

The goals differ between users of Portfolio Mode and users of Underwriting Contract Mode. Portfolio Mode users work with multiple contracts simultaneously and need a higher level of flexibility to optimize their portfolios. In contrast, Underwriting Contract Mode users need to analyze a single contract at a time for streamlined risk selection and pricing. Consequently, the workflow for each of these modes has important differences. However, the core workflow tasks remain the same for both Touchstone modes. The diagrams below highlight the core Touchstone workflow tasks within the workflows for Portfolio Mode and Underwriting Contract Mode.