Insurance Policy Underwriting

One engine. Product rules are configuration.

Products

Upload product lot

XLSX / XLS file

LOT NUMBER

PAYMENT DATE

UTR NUMBER

BRANCH LOCATION

SM ID

Products

Select any product here. Rates, rules and output columns below will switch to that product.

Changes save to browser configuration. Export JSON for backup.

Global Output Formatting

These settings apply to every product and every exported sheet.

ALL PRODUCTS

FONT

FONT SIZE

TEXT CASE

HEADER BACKGROUND

HEADER TEXT COLOR

Trim text / extra spaces

Bold headers

Borders on output cells

SAMPLE OUTPUT HEADERPreview uses the global font, size and header colors.

Rate Table

SELECTED PRODUCT

Calculation

Validation Rules

Input Field Mapping / Aliases

Output Configuration JSON

Live JSON. Edit headers/order or mappings directly. Mapping types: field, source, fixed, calc.

LIVE

Examples: {"type":"field","value":"insuredDob"} · {"type":"source","value":"DOB"} · {"type":"fixed","value":"YES"} · {"type":"calc","value":"totalPremium"}

Summary / Lot Output Columns

Master Output Designer

Import Config