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Underwriting Criteria Score Calculator–Updated: 07.20.09
Last year, the Underwriting Criteria Team of the Preferred Mortality POG developed an Excel spreadsheet to assist companies in calculating underwriting criteria scores as outlined in the Underwriting Criteria Team's Report. This spreadsheet has been expanded to include debit/credit underwriting, as well as a UCS to RRR conversion. The Underwriting Criteria Team's Report has been expanded to include the debit/credit methodology. Links to the spreadsheet and expanded report can be found below.
This spreadsheet reflects the feedback received on the first version. Feedback on this version is also requested.
Please send feedback to Jack Luff, SOA Experience Studies Actuary, at jluff@soa.org or 847.706.3571.
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