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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…

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Policy Module

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05-Dec-2025

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19

consent modal AFI/PFA on file PFA CONSENT AFI CONSENT attachments signed documents email verbal finance underwriting policy issuance PFA AFI

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