Update RFI method for underwriting tasks excluding major brokers

Unspecified RFI routing causes inconsistent broker handoffs and slow underwriting. Populate the RFI method automatically so coordinators can triage cases same day.

Overview

Undetermined RFI routing creates inconsistent broker handoffs and slows underwriting triage. This workflow fills the RFI method automatically for qualifying tasks, so production leads see consistent routing and coordinators can act the same day.