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Administering Assessment Templates

There are three types of assessment templates that are administered by sales administrators:

• Rating
• Reinstatement
• Underwriting

Each template is a collection of questions designed to obtain information needed to rate, reinstate, or underwrite a policy. They are all administered in the Sales Assistant Administration screen's Sales Assessment Templates view. For more information, see Applications Administration Guide.

To administer an assessment template

1. Navigate to Site Map > Administration - Data > Sales Assessment Templates.
2. In the Assessment Templates list, add a record.
   • In the Type field, select Life & Annuity.
   • Complete the remaining fields.
3. In the Assessment Attributes list, add a record and complete the necessary fields.
   • In the Name field, specify a question, such as "Have you used any form of nicotine products in the last 12 months?".
4. For each assessment attribute entered, in the Attribute Values list, add a record and complete the necessary fields.
   1. In the Value field, add a possible answer (such as Yes or No) to the question defined in the Assessment Attributes list.
   2. In the Score field, add a numeric value that represents how important that answer is to the assessment.

      NOTE:  You need to add one record for each potential answer to the question created in the Assessment Attributes list. For example, if a question requires a yes or no answer, you will need two Attribute Values records, one with a value of Yes and one with a value of No.