Name
Policy Workflow Configuration for Insurance: Part 1
Date & Time
Monday, October 19, 2026, 11:15 AM - 12:00 PM
Description

Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session.

This 2-hour session will be broken out into two parts taking place before and after lunch. The second part of this session will be automatically selected for you once you add this session.

Tailored for administrators, this 2-hour workshop will guide you through the configuration of policy workflows and the full policy life cycle. You'll gain practical experience with straight-through processing, underwriting exceptions, email correspondence, policy declarations and invoices, endorsements, and cancellations.

This session is ideal for those looking to modernize processes and streamline policy administration within Origami Risk.

Session Type
Monday Only: Hands-On Workshop
Product
P&C Policy Administration
User Type
Risk Pool, Underwriter, IT/System Administrator, Carrier, MGA