Workflow detail

Field calibration

Use this workflow in the room.

Capture what the client confirms, what breaks the hypothesis, and what evidence is needed before a 30-day pilot move.

Ask in the room

Underwriting referral / risk packet assembly

Use each criterion to test whether the source-backed hypothesis survives this client environment.

Question

Which referral types create the most cycle-time drag today?

Client answer / consultant notesEvidence to inspectOwner or stakeholderFollow-up action

Question

Where do underwriters leave the workflow to assemble context?

Client answer / consultant notesEvidence to inspectOwner or stakeholderFollow-up action

Question

Which evidence gaps trigger broker rework most often?

Client answer / consultant notesEvidence to inspectOwner or stakeholderFollow-up action

Question

Who owns authority approval when appetite or pricing is unclear?

Client answer / consultant notesEvidence to inspectOwner or stakeholderFollow-up action

Question

What records would compliance or audit need to review later?

Client answer / consultant notesEvidence to inspectOwner or stakeholderFollow-up action

Question

Which adjacent workflow would reuse the same evidence-assembly pattern?

Client answer / consultant notesEvidence to inspectOwner or stakeholderFollow-up action

Meeting output

Defer

0/6 confirmed0 blocked

Strongest confirmed signal

No confirmed signal captured yet.

Biggest unresolved risk

Visible pain — Which referral types create the most cycle-time drag today?

Suggested 30-day move

Validate workflow pain
Inspect recent referral files
Map context sources
Run manual before/after benchmark

What to send after the meeting

Workflow: Underwriting referral / risk packet assembly
Recommendation: Defer

Confirmed signals:
- No criteria fully confirmed yet.

Unresolved risks:
- Visible pain: Which referral types create the most cycle-time drag today?
- Accessible context: Where do underwriters leave the workflow to assemble context?
- Bounded risk: Which evidence gaps trigger broker rework most often?
- Measurable outcome: Who owns authority approval when appetite or pricing is unclear?
- Adoption owner: What records would compliance or audit need to review later?
- Reusable pattern potential: Which adjacent workflow would reuse the same evidence-assembly pattern?

Evidence needed:
- Recent referred submissions with timestamps
- Broker follow-up threads
- Loss run and exposure schedule completeness
- Appetite and authority exceptions
- Decline, quote, and condition rationale
- Rework loops and duplicate evidence requests

Follow-up actions:

Suggested 30-day move: Validate workflow pain; Inspect recent referral files; Map context sources; Run manual before/after benchmark; Prototype risk packet assembly