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Underwriting | Referrals | Manual Referral Handling
Purpose To ensure manual referrals behave consistently and predictably throughout the policy lifecycle, aligning them with system-generated referral conditions and eliminating issues caused by legacy handling. Overview Manual referrals have been updated to use the same underlying process as system-generated re…
POLICY | FINANCE | Consent Modal – AFI and PFA Document Generation
Consent Modal – AFI and PFA Document Generation Updated Guide to Document Generation and Attachment Behavior Overview The consent modal gives users more control over how AFI (Application for Insurance) and PFA (Premium Finance Agreement) documents are created, attached, and managed during policy issuance…
