Introducing New and Improved Case Statuses for Digital Applications

Introducing new and improved case statuses for digital applications 

Later this month, we expect to release new capabilities in our digital application platform. These capabilities will include implementing three new case statuses to add even more clarity during the underwriting process. This enhancement will:

• Replace a singular status code to provide more clarity on UW statuses
• Create a more efficient and intuitive way to track case status
• Create a more transparent, self-service view of your clients’ application status
• Apply to digital applications only not paper applications

The existing “Pending Submitted” status will be separated into the following new statuses along with their definitions:

• “Pending Offer Made”: The offer has been extended to the client and is waiting for acceptance
• “Pending Offer Accepted”: The offer has been accepted and awaiting payment of premium
• “Pending Paid”: The premium has been paid

What this means for Partner Dashboard users:

The great news for you is that this new capability will be offered automatically.