Insurance · Carriers
Eligibility criteria
A document setting out who or what an insurer will accept for coverage under a given product or plan.
What it usually contains
- Age, residency, and employment or group membership requirements
- Acceptable and excluded risk classes, occupations, or property types
- Enrollment windows, waiting periods, and dependent rules
- Medical or underwriting conditions that cause decline or referral
- Documentation and proof required to confirm eligibility
What the assistant uses it for
Answer whether a particular applicant, group, or risk qualifies for a policy and what conditions or waiting periods apply. Use it to check why an application would be declined or referred to underwriting.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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