Integrations

• Carrier issuance. Bring the carrier policy ID and issue time back to the reviewed policy after issuance.
• Premium provider. Retain the confirmed event ID, amount and date with each premium receipt.
• Claim payment provider. Keep the payment event ID and verified amount linked to the approved claim decision.
• Identity. Connect team membership to the platform user that owns or reviews a record.

Agree the source for each external reference and who checks a failed or repeated event. Match events to the intended policy or claim before marking them verified. Operation keys and receipts help resolve uncertain actions; the underwriter compares persisted effects before completing reconciliation. Keep the provider’s event ID intact so a retry can be recognized. App Administrator maintains organization and membership scope; the business reviewer handles decisions and exceptions.