Template:New Business Step 4: Difference between revisions
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|title = 4. Decide Processing Outcome | |title = 4. Decide Processing Outcome | ||
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Decide whether to Issue, Reject, or Pend the application: | Decide whether to '''Issue''', '''Reject''', or '''Pend''' the application: | ||
<table class="wikitable"><tr> | <table class="wikitable"><tr> | ||
<td>'''Issue'''</td><td>All requirements are met. Proceed to | <td>'''Issue'''</td><td>All requirements are met. Proceed to issue the New Business application.</td></tr> | ||
<td>'''Reject'''</td><td>Application | <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. Specify the pend period and request the missing documentation.</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.}} | |||
}} | }} | ||
Latest revision as of 16:29, 27 February 2025
4. Decide Processing Outcome
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.