Work on an insurance underwriting task

task australia Updated Sep 10, 2026 1 min read work-insurance-underwriting-task.md

Work on a personal insurance underwriting task to evaluate the policy request and analyze risks for an insurance policy customer.

Before you begin

Role required: sn_ins_underwrite.b2c_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.

Procedure

Navigate to All > Financial Services Operations > Workspace.
Select the lists icon ([Omitted image "inline-data-vis-96px-list.png"] Alt text: lists icon).
In the Lists tab, under Personal Underwriting Service Tasks, open the task list.
- For your assigned tasks, click Assigned to me.
- For all underwriting tasks, click All.
In the list, select which case you want to work on.

If you want to work on a case that isn't assigned to you yet, you can assign it to yourself by selecting Assign to me.
Finish the work that is required to complete the task in your insurance system.
In the Work notes field, enter any comments that are related to your findings.
In the State field, change the state of the task to Closed Complete to close the task.
Click Update.

Parent Topic:Work on a policy service case

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---
title: Work on an insurance underwriting task
description: Work on a personal 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-insurance-underwriting-task.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Work on a policy service case, Use, Personal Lines Servicing, Property and Casualty Insurance Servicing, Insurance applications, Financial Services Operations \(FSO\)]
---

# Work on an insurance underwriting task

Work on a personal insurance underwriting task to evaluate the policy request and analyze risks for an insurance policy customer.

## Before you begin

Role required: sn\_ins\_underwrite.b2c\_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.

## Procedure

1. Navigate to **All** &gt; **Financial Services Operations** &gt; **Workspace**.

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

3. In the **Lists** tab, under **Personal Underwriting Service Tasks**, open the task list.

- For your assigned tasks, click **Assigned to me**.
- For all underwriting tasks, click **All**.
4. In the list, select which case you want to work on.

If you want to work on a case that isn't assigned to you yet, you can assign it to yourself by selecting **Assign to me**.

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

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

7. In the **State** field, change the state of the task to **Closed Complete** to close the task.

8. Click **Update**.

**Parent Topic:**[Work on a policy service case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/work-ins-policy-case.md)