Carrier handoff review

Step by step

1. Prepare handoff Operations Analyst

   Operations Analyst links a carrier quote record to its instruction and organization, then records the carrier and any premium received.

   • Tie the carrier work to its parent
   • Updates Carrier quotes, Instructions, Organizations

2. Submit revision Operations Analyst

   The analyst submits a particular revision with supporting documents for review.

   • Identify submitted version and evidence
   • Updates Carrier quotes, Record attachments

3. Independent decision Independent Finance Reviewer

   Independent Finance Reviewer checks the submitted revision and evidence, then records approval, rejection or return with a reason.

   • Record reviewer, reason and decision
   • Updates Review decisions, Carrier quotes
   ApprovalA person approves before the work moves on.

4. Record carrier reply Operations Analyst

   The team retains the provider application identifier and checks the reply against the submitted work.

   • Preserve the external reference
   • Updates Carrier quotes, Operation receipts

5. Confirm issuance Independent Finance Reviewer

   The carrier handoff reaches completion after the carrier's issuance evidence is confirmed.

   • Keep supporting issuance evidence with the parent instruction
   • Updates Carrier quotes, Record attachments, Instructions

Operations Analyst

Prepares and tracks the handoff.

Independent Finance Reviewer

Decides on the revision.

Auditor

Examines the final evidence.