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Referrals

Reduce underwriting delays with improved referral management

Where a risk requires further review or approval, this process can be automated or easily assigned to better manage and speed-up referrals.

 

Custom referral workflows

Where you may have a specific limit or rule in place, these can be setup to automate a referral process from within the Underwriting Workbench. Depending on the criteria and rules associated with the referral, underwriters can continue working on the risk, or can be paused entirely while the referral is in progress.

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