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This article describes the ongoing cycle a Case moves through once it moves to “Servicing” — processing a renewal term, working revisions with the broker, and approving everything once it’s…

The Lifecycle of a Renewal Case

This article walks through the full path a Case takes in the Advocate Platform — from the moment it’s created through the point it becomes an active “Servicing” case.

The Lifecycle of a New Case

Follow how a Case moves through servicing, from onboarding through each renewal cycle.

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