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Manage Underwriting Questions

This section covers the list of pre-defined FIT Underwriting Questions and answers, the ability of the carrier to allow answers outside of the provided answer list for some questions, and the ability to create new FIT Underwriting Questions.

Please note that the required questions selected by the carrier are required for all of the carrier’s business partners. It is also the carrier’s option to allow answers outside of the provided answer list for those questions for which the answer override flag is available.

Required questions and the ability to override the answer text vary from carrier to carrier. Inspection companies can determine precisely which of the underwriting questions are required by individual carriers and whether or not the carrier allows answers outside of the provided answer list by using the GetInspectionQuestionConfiguration web method from the FIT Configuration Service.

To modify the underwriting question requirements:

  1. From the Tools menu, select Manage Underwriting Questions. The Underwriting Questions window appears.
  2. If you want a question to be required, select the Question Required check box. Inspectors are required to supply answers to the questions that you select.
  3. To allow inspectors to enter free-form answers, select the box in the column Answers Outside Default Answer Set Allowed. If you do not select this check box, inspectors must choose from a list of predefined answers. You can view the currently defined answers by selecting the expand icon next to the question number.
  4. Click Save.

To add a question:

  1. Click Add Question. The Add Underwriter Question dialog opens.
  2. Enter the desired question text.
  3. Enter the desired answer text. If you want additional answers, click Add Answer.
  4. If you want this to be a required question select the Question Required check box.
  5. If you want answers that are different than the default answers allowed select the Answers outside default answer set allowed check box.
  6. Click Save on the Add Underwriter Question dialog.
  7. Click Save on the main Underwriting Questions screen.

To edit a user-defined question:

  1. Click the Edit icon for the question you wish to edit. The Edit Underwriter Question dialog opens. (The Edit icon only appears for user defined questions).
  2. Edit the question text.
  3. Edit the answer text. If you want additional answers, click Add Answer.
  4. If you want this to be a required question, select the Question Required check box.
  5. If you want answers that are different than the default answers allowed, select the Answers outside default answer set allowed check box.
  6. Click Save on the Edit Underwriter Question dialog.
  7. Click Save on the main Underwriting Questions window.

Related Topics:

FIT Underwriting Questions

Help file last modified: 7/26/2018