Template:New Business Step 4: Difference between revisions

Latest revision as of 16:29, 27 February 2025

Decide whether to Issue, Reject, or Pend the application:

Issue	All requirements are met. Proceed to issue the New Business application.
Reject	Application contains discrepancies or documentation is invalid. Inform the agent and provide reasons. Feedback Needed:
Pend	Additional information or clarification is needed. Specify the pend period (typically 10 days) and request the missing details, documentation, or premium.

Address all other flagged issues, such as missing documentation or rating errors, before taking the next step.

@@ Line 3: / Line 3: @@
 |title = 4. Decide Processing Outcome
 |content =
-Use the Equinox decision engine to validate the application details.
+Decide whether to '''Issue''', '''Reject''', or '''Pend''' the application:
+<table class="wikitable"><tr>
+<td>'''Issue'''</td><td>All requirements are met. Proceed to issue the New Business application.</td></tr>
+<td>'''Reject'''</td><td>Application contains discrepancies or documentation is invalid. Inform the agent and provide reasons. {{feedback}}</td></tr>
+<td>'''Pend'''</td><td>Additional information or clarification is needed.<br>Specify the pend period (typically 10 days) and request the missing details, documentation, or premium.</td></tr></table>
-Address flagged issues, such as missing documentation or rating errors.
+{{attention|'''Address all other flagged issues''', such as missing documentation or rating errors, before taking the next step.}}
-Decide whether to Issue, Reject, or Pend the application:
-* '''Issue:''' All requirements are met. Proceed to finalize the New Business application.
-* '''Reject:''' Application is non-compliant or documentation is invalid. Inform the agent and provide reasons.
-* '''Pend:''' Additional information or clarification is needed. Specify the pend period and request the missing documentation.
 }}