Using Group Life Servicing

concept australia Updated Sep 10, 2026 1 min read using-group-life-servicing.md
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Learn how the following roles use Group Life Servicing to update policies, review and approve underwriting, and send documents for group life policies.

With Group Life Servicing, contributors can submit requests, and processors can work on the cases raised for the group policy case type.

Predefined workflows on the Group life policy case type

Change member info is the workflow available on the group policy case type.

Workspace

Contributors and processors use personalized Workspace to work on all aspects of insurance policy cases. Workspace enables these roles to do the following:

  • Monitor workload and performance
  • Focus on high-priority items
  • Easily navigate across tasks

For more information, see Workspaces.

User

Description

Policy admin

Configures the insurance policy workspace as per business requirements. For more information, see Configure CRM Workspace.

Underwriting admin

Configures the insurance underwriting workspace as per business requirements. For more information, see Configure CRM Workspace.

Processor Workspace

Policy processor

Works on policy cases and tasks to fulfill requests for accounts.

Contributor Workspace

Policy contributor

Submits policy service requests on behalf of customers.

Underwriter Workspace

Underwriter

Views the status of and works on underwriting tasks.

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