The referral system in CFS allows underwriters to directly access referred quotes and approve/decline as appropriate to allow takeup. The basic premise of the referral system is the ability to request approval and the ability to respond to those requests.
Once the refer to underwriter profiles have been setup, advisers with the correct profile permissions can request refer approval with a few simple clicks.
Once the refer to underwriter profiles have been setup, underwriters with the correct profile permissions can respond to referral requests with a few simple clicks.