Template:New Business Step 4: Difference between revisions
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<td>'''Issue'''</td><td>All requirements are met. Proceed to issue the New Business application.</td></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>'''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 details, documentation, or premium.</td></tr></table> | <td>'''Pend'''</td><td>Additional information or clarification is needed.<br>Specify the pend period and request the missing details, documentation, or premium.</td></tr></table> | ||
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Revision as of 16:22, 27 February 2025
4. Decide Processing Outcome
Address all other flagged issues first, such as missing documentation or rating errors.
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 and request the missing details, documentation, or premium. |