Apply Rating Factors

Apply Rating Factors in Adobe Acrobat — with two ready prompts: the immediate one, and the one that makes it stick. 1 real situation leads here.

2prompt heights
1situation
1role does it
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The moments that lead here

If one of these is your afternoon, you are in the right place.

Prefill standard policy terms in a renewal packet so brokers receive consistent wording and rating factors.

2 ready prompts

Written for the moment this actually comes up.

Execute — do the immediate task

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Prefill standard policy terms in the renewal packet for broker [broker=Latham & Co.] — insert the…
Prefill standard policy terms in the renewal packet for broker [broker=Latham & Co.] — insert the current limits, renewal premium and rating factors into the agreement fields, save as a single prefilled PDF, and send to the broker for review this week.

Improve — make it easier to accept

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Before I send the renewal to [broker=Latham & Co.], make it easy for brokers to compare changes —…
Before I send the renewal to [broker=Latham & Co.], make it easy for brokers to compare changes — prefill limits, renewal premium, and rating factors, highlight any changes from last year, add an inline note explaining the main drivers of movement, and lock terms that must not be edited before return.

Who does this, and with what

The same task is different work inside a different job.

Insurance UnderwriterAdobe Acrobat ProMicrosoft Wordalso: Prefill Renewal Termsalso: Standardize Policy Text

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Other send work people do in Adobe Acrobat.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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