CU Life Workbench Modules

Introduction

The Appian Connected Underwriting (CU) Life Workbench offers pre-built integrations that provide the flexibility you need to extend the base application's capabilities to meet your specific use cases and business requirements. After integration, these add-on modules extend the functionalities of the CU Life Workbench to increase your team's productivity by reducing task time.

For example, would you like to automate case assignments to specific team members or groups help increase your team's productivity? The add-on modules that ship with the CU Life Workbench can help you do all of this and more.

Ready to begin? This guide provides a quick overview of all the benefits each productivity add-on module delivers, and how they can help you streamline your underwriting process. Unlock the full potential of CU Life Workbench and leverage Appian's productivity capabilities.

Productivity modules

Increase your team's productivity and efficiency by incorporating one or more of these modules with the CU Life Workbench.

MODULE	DESCRIPTION	USER(S)	GET STARTED
Auto-Assignment	Allow admins and underwriting managers to create business rules that automatically route new cases to the appropriate team.	Administrators li>Underwriting Managers	1. Install 2. Setup
End-User Reporting	Create custom reports and dashboards using different data sources.	Underwriting Managers Underwriters	1. Install 2. Setup
Magnum Pure	Use the rules engine to process and assess the risk for a new life insurance application.	Underwriting Managers Underwriters	1. Install 2. Setup
Scratchpad	Use this tool to capture additional case notes directly in the CU Life Workbench.	Underwriting Managers Underwriters	1. Install 2. Setup
Tasking	Create tasks and task blocks to streamline and centralize the creation of case workflows.	Administrators Underwriter Managers	1. Install 2. Setup

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