Announcement: SOA congratulates the new ASAs and CERAs for May 2022.

Automated Life Underwriting Phase 2

Research Projects – Life Insurance


The Marketing and Distribution, Product Development and Reinsurance Sections along with the Committee on Life Insurance Research, are pleased to make the following report available. Authored by a Mike Batty, David Moore and Mike McCarty of Deloitte Consulting, the report looks at the role of automated underwriting in a number of companies. This study is a follow-up to Phase 1 in which an online survey was conducted by Deloitte on the utilization of automated underwriting systems within the life insurance industry. Findings from Phase 1 are reported in the paper, Automated Life Underwriting.


Automated Life Underwriting Phase 2

Thank You

The sponsors would like to thank the following individuals who served on the Project Oversight Group:

  • Maria Thomson–POG Chair
  • Greg Cerar
  • Jean-Marc Fix
  • Linda Raymer Goranson
  • Tony Green
  • John Have
  • Kevin J. Howard
  • Jan Schuh–SOA Research Administrator
  • Ronora Stryker–SOA Research Actuary

Questions Or Comments?

If you have comments or questions, please send an email to