Placement decisions

Product: BrokerIQ

Placement is the broker’s work to put a risk with a carrier. BrokerIQ records that work. Pippa advises. Pippa does not bind.

Settled

• The placement record is the source of truth, not the chat transcript.
• Advice from Pippa cites the glossary and the placement, so a reader can check it.
• Navigation names the product BrokerIQ, with no status suffix.

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