Every submission should build on what you already know about the insured.
Keep a durable entity record for the company behind the risk, then use that record when new submissions arrive instead of rebuilding identity and context from the beginning.
- Industry
- Food manufacturing
- Province / Country
- Ontario, Canada
- Website
- northmere.example
- CRM reference
- NMF-2048
Give the insured an identity that survives the transaction.
Company name, Entity type, Industry, location, website, and CRM reference belong to the insured record. They do not need to be reinterpreted as unrelated submissions move through the operation.
- Recognizable identity
- Search the register by company, industry, or CRM reference.
- Editable business context
- Maintain the supported entity details in one record as the relationship changes.
- Stable reference
- Use the entity identifier to connect underwriting work without merging it into the submission itself.
- Company name
- Northmere Foods Ltd.
- Entity type
- Private corporation
- Industry
- Food manufacturing
- Province / Country
- Ontario, Canada
- Website
- northmere.example
- CRM reference
- NMF-2048
Reuse the record while preserving the submission around it.
Submission Workbench can resolve and display the insured name from the selected entity record. The insured remains reusable, while each submission keeps its own product, evidence, pricing, status, and decision.
- No duplicate identity work
- New underwriting work starts from an established entity when one already exists.
- Clear boundaries
- The entity record and submission record remain connected without becoming the same object.
- Submission received
Commercial property renewal
- Insured selected
Existing entity record reused
- Record available
Underwriting sees the established context
The insured record becomes useful inside the work.
Insured Entities connects durable company context to the governed definitions, submissions, partners, and operational work that need it.
- Submission WorkbenchSelect the existing insured record when new underwriting work arrives.
- Channel PartnersKeep the insured and distribution records distinct while using both in the submission.
- Data InventoryUse governed definitions for the insured information collected by the operation.
- ProjectsKeep operational work connected to the record it concerns.