Integrations

• Carrier policy system. Return the carrier policy identifier, issue date and endorsement receipt for the reviewed policy revision.
• Premium collection provider. Supply a stable provider event identity, amount and received date for each confirmed premium receipt.
• Benefit payment provider. Supply confirmed payment identity, amount and paid date for a decided claim.
• Organization identity. Map signed-in team members to their organization and assigned policy work.

Agree the owner of each external identifier and the action to take when a response is delayed. Retain the original provider event identity on receipt and payment records. Reconcile pending operation receipts against persisted effects before repeating an action. Keep carrier decisions, financial confirmation and local status in their respective records so a status change does not stand in for external confirmation.