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Policy Lifecycle | Referral Handling | Consistent Evaluation
Purpose This update ensures referral rules are evaluated consistently throughout the policy lifecycle, reducing unexpected referral behavior and improving reliability when quotes move between stages. Overview Referral handling has been enhanced so that referral conditions now evaluate against the correct policy…
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…
