Case at a glance
Where you areHarbourLife referral desk, Life & Health underwriting queue.
YouA HarbourLife reviewer assigned to cases that need extra checks before an offer is issued.
ApplicantDaniel Lim, age 46, applying for SGD 2,000,000 in term life cover.
AI copilotRecommends: “Accept at standard rates.” Treat this as a lead to verify, not proof.
ManagerMei Chen, your review manager. She needs a short note explaining what you checked and what you recommend.
Time pressureMarcus Tan from Premier Distribution wants an answer today. He is the sales-side contact pressing for speed.
Your callDecide whether to offer now, hold for evidence, or ask for senior and medical review.
Your outputFinal call + safe update to Marcus + short note for Mei.
Case file
Case file: Daniel Lim
AI copilot recommendation
HarbourLife Underwriting Copilot
Proposed action: Accept at standard rates
AI confidence: High
The copilot found no diagnosed cardiac condition requiring rating or postponement and says the financial justification appears within guideline. Treat this as a recommendation to verify, not a decision to accept.
First impression
Before you open the file, what is your first read?
Pick your first read to open the file.
Up next
What happens next
The next item is ready below.
New request
Reply to Marcus
Decide what Marcus can be told before the review is complete.
Final call
What happens to the case?
Choose whether the offer can go out or the case must be held.
Medical details
Where can the file go?
Choose where the medical details can safely go.
Message to Marcus
What can you say?
Choose what Marcus receives.
Manager note
What should Mei know?
Useful points for Mei appear as you check the file.
Finish the open choices to look back at your review.