Integrations

• Carrier quoting and policy service. Bring a confirmed quote and carrier policy identifier back to the matching policy and trip review.
• Premium payment provider. Retain the provider event identifier, amount and receipt date for the policy’s premium event.
• Claim payout provider. Retain the payment event identifier, date and amount under the authorized claim decision.
• Assistance provider. Agree how case updates reach the claims team and which details belong in the policy or claim evidence.

Assign an owner for each external source and agree which confirmation is sufficient for verification. Match incoming events by the policy or claim link and provider event identifier before changing a status. For carrier actions, preserve the operation key, expected revision, external reference and result. Admin should review Failed and needs review receipts before a retry. Decide how staff handle a mismatched amount or an outdated quote so the customer receives a consistent answer.