What can you tell the broker?
Match the approval and release records to the current submission.
The question
You handle status updates at a fictional commercial insurer. The broker asks whether a response for K40 v3 has been sent.
- IntakeLogged and assigned to the reviewer.
- DraftInternal draft for v3.
- Outbound recordNo recorded release for v3.
- Next updateThe team agreed to give the broker a status update by 16:00.
The assigned underwriter can approve a response. The outbound log records whether the approved response was sent.
“What status can you confirm for the latest submission?”
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A strong answer, step by step
Open each step in turn. This is one strong answer, not the only one.
Step 1: Which stages can you verify?
What would you do here? Open the move you’d make.
Report it as sent because the draft exists
Tempting, but it misses something. The record does not show an outbound release.
Tell the broker the file was never received
Tempting, but it misses something. The intake record confirms receipt of v3.
Check the v3 release separately from the draft
The strong move. A draft establishes that someone prepared a response. It does not establish that it was sent.
See how a strong candidate says it
“The team logged v3 and assigned it to the reviewer. There is an internal draft. I can’t verify an outbound release for v3.”
Why it works: Intake, assignment, approval and release are separate records.
Step 2: What can you tell the broker now?
What would you do here? Open the move you’d make.
Send the draft to show progress
Tempting, but it misses something. It is an internal draft without a recorded approval or release.
Confirm assignment and the agreed update time
The strong move. The record supports both facts.
Promise a final response by 16:00
Tempting, but it misses something. The team agreed to a status update, not a decision deadline.
See how a strong candidate says it
“We received v3 and assigned it for review. I don’t have a confirmed release. I’ll give you a status update by 16:00.”
Why it works: This gives the broker a verified status and the next time to hear from the team.
Step 3: Does the email settle it?
A new reviewer email says “approved” and attaches K40 v2. The current submission is K40 v3. No v3 release is recorded.
What would you do here? Open the move you’d make.
Check v3 with the underwriter and keep the release unconfirmed
The strong move. The approval record only supports v2.
Treat approval for K40 v2 as approval for v3
Tempting, but it misses something. The later submission needs its own confirmation.
Report that v2 was sent
Tempting, but it misses something. The email says approved and gives no evidence of release.
See how a strong candidate says it
“The approval is attached to v2. I’ll ask the underwriter to check v3. I still have no confirmed release for the current submission.”
Why it works: The account matches, but the version on the attachment does not.
Step 4: What is your 16:00 update?
What would you do here? Open the move you’d make.
Tell the broker the client can rely on the approval
Tempting, but it misses something. The approval references an earlier version and there is no v3 release.
Wait past 16:00 for a final decision
Tempting, but it misses something. The team agreed to a status update even if the reviewer needs more time.
Report the v3 status without forwarding the draft
The strong move. This reports verified facts and leaves release with the assigned owner.
See how a strong candidate says it
“As of 16:00, we’ve received v3 and asked the reviewer to confirm its status. We have no record that it was sent. I’ll confirm when you’ll hear from us again.”
Why it works: The broker hears which file is current, what is pending and how the team will follow up.
The answer, in short
- Decision
- Keep the v3 release unconfirmed and give the promised status update.
- Because
- The approval refers to v2. No outbound record confirms that v3 was sent.
- What would change it
- If the outbound log records a released v3 response, update the broker from that record.
Common traps
- Treating an approval as proof of release
- Matching the account but overlooking the version
Check your answer
- Which stages can you verify?
- Which version does the approval name?
- What can you report by 16:00?
- Who owns the next review?
Last reviewed Nov 11, 2026