Why is my case not moving to Offer Made? (i.e., stuck in approved)

Usually, the reason for a case to be caught in Approved Status is due to a pending Licensing appointment or an outstanding amendment/requirement for the client to sign. This can lock applications with the carrier.

If you'd like a more detailed case status with the Banner Life product, you will want to go to the Banner Life Agent Portal and not Navigator.

Here you will find some additional details but full details will be found by clicking on the case and entering into the full platform, Application Manager. Here you can review Requirements, Workboard for outstanding cards including pending Licensing, and Application History (where you can search for specific things like “Underwriting”).