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Reviewing the content of the portals

Suggest edit Updated on October 10, 2020

Review the content of your application's portals to ensure that only relevant data is presented.

  1. In the Pega Underwriting for Life Insurance application, from the Dev Studio Launch menu, select New Business Case Manager.

  2. Review each of the portal sections.

  3. Repeat this process for the Underwriter and Business Analyst portals.

  4. In the Pega Underwriting for Commercial Insurance application, repeat this process for the Underwriter, Business Analyst, and Account Owner portals.

  5. In the Pega Underwriting for Personal Insurance application, repeat this process for the Underwriter and Business Analyst portals.

  6. In the Pega Underwriting for Group Benefits application, repeat this process for the Group Operator, Agent Portal, and Underwriter portals.

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