Referral reasons on renewals

You can use referral reasons to record underwriting issues for a policy outside of the context of a policy transaction. Because you add referral reasons to the policy, you can create referral reasons at any time, even when there is no policy transaction. PolicyCenter creates underwriting issues for these referral reasons the next time a user processes a policy transaction on the policy. It also checks for referral reasons at various point in the policy transaction progress. Referral reasons can block progress of policy transactions on the policy. In the default application, the renewal policy transaction checks to see if there are any open referral reasons in the prior term.

Referral reasons can be added manually through the user interface or programmatically by using the addReferralReason method in PolicyEnhancement.gsx.

See also

To obtain detailed information on referral reasons:

• Add underwriting referral reasons
• Underwriting referral reasons raise underwriting issues
• Configuring underwriting referral reasons