Handle changes and resubmit safely

Keep every submission tied to the answers and evidence that were actually reviewed.

Documents & forms · Unlicensed staff, Licensed staff, Company admin, Wholesaler

How it works

Open the client update alert and inspect the new message, documents and request version.
A licensed reviewer determines whether the update changes application facts. Record the reason; correspondence or a duplicate may leave facts unchanged.
If facts change, update the application and resolve required questions. The prior signature/package becomes stale.
Regenerate, review and sign a fresh version. Select the appropriate markets and review the new submission documents.
Track each response against its submission; never use an old quote or approval as if it covered changed information.

Pending inbound documents hold signing, carrier dispatch, quote release and binding requests until review.

Do not blindly retry a send with an unknown provider outcome; reconcile it first.