---
title: Work on an individual life insurance underwriting task
description: An underwriter can work on an individual life insurance underwriting task to evaluate the policy request and analyze risks for an insurance policy customer.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/work-indiv-life-insurance-underwriting-task.html
release: australia
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Use, Individual Life Servicing, Life Insurance Servicing, Insurance applications, Financial Services Operations \(FSO\)]
---

# Work on an individual life insurance underwriting task

An underwriter can work on an individual life insurance underwriting task to evaluate the policy request and analyze risks for an insurance policy customer.

## Before you begin

Role required: sn\_ins\_indiv\_uw.underwriter

## About this task

The configured workflow automatically generates an underwriting task for an underwriting agent. The task is assigned to the underwriting operations team or an agent based on the assignment rules.

Use the case playbook that provides the activities and tasks required to research and complete the request.

## Procedure

1.  Navigate to **All** > **Financial Services Operations** > **Workspace**.

2.  Select the lists icon \(\[Omitted image "inline-data-vis-96px-list.png"\] Alt text: lists icon\).

3.  Open the task from the underwriting task list.

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**From the Individual Life Underwriting task list**

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1.  In the **Lists** tab, under **Individual life UW Service Tasks**, open the task list.
    -   For your assigned tasks, select **Assigned to me**.
    -   For all underwriting tasks, select **All**.
2.  In the list, select the task that you want to work on.


</td></tr></tbody>
</table>    To work on a task that is not assigned to you yet, assign it to yourself by clicking **Assign to me**.

4.  Finish the work that is required to complete the task in your insurance system.

5.  In the **Work notes** field, enter any comments that are related to your findings.

6.  Close the task from the underwriting task form.

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Underwriting task

</th><th align="left" id="d60111e185">

Action

</th></tr></thead><tbody><tr><td id="d60111e191">

**To review coverage change**

</td><td>

-   To request further action, select **Request medical exam**.
-   To close the task:
    -   In the case playbook, click **Mark complete**.
    -   In the task form, in the **State** field, change the state of the task to **Closed Complete**.


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**To submit a review**

</td><td>

Select **Approve** to approve or **Reject** to reject the request.

</td></tr></tbody>
</table>7.  Select **Update**.