---
title: Decline Rules Set
description: This update introduces a Decline Rule Set and a new DECLINE Status for applications. Applications can be automatically declined based on predefined rules.
---

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# Decline Rules Set

## This update introduces a Decline Rule Set and a new DECLINE Status for applications. Applications can be automatically declined based on predefined rules.

![decline](https://knowledge.brokerlift.com/hs-fs/hubfs/decline.png?width=688&height=343&name=decline.png)

#### Key Features:

- **Decline Rule Set**: BrokerLift Products can now be configured to automatically decline applications based on configurable rules, in an identical way as we currently apply Referral rules.
- **New DECLINE Status**: A new DECLINE application status. An application is set to a DECLINE status if and when a Decline rule is triggered within an application form. (See 1 in the screenshot above)
- **Decline Reason**: Similar to our existing Referrals feature, when a Decline rule is triggered, a new Decline section is added to the Policy Summary page (see 2 in the screenshot). The Decline reason that triggered the DECLINE status will be displayed (see 3 in the screenshot).
- **Application Restrictions**: Buttons like "Send to Underwriter," "Issue Quote," and "Bind Policy" are disabled for applications with a Decline status, to restrict further actions.
- **UI Updates**: The Rating/Premium widget hides premium amounts and displays a decline message when the application has a DECLINE status.
- **Decline Resolution**: Once decline triggers are resolved, the application status reverts to its previous state, removing any action restrictions.
- **Decline Lifecycle Event**: A new application lifecycle event is generated when an application is declined.
- **Filter by DECLINE Status**: Users can filter applications by the new DECLINE status when searching. Applications with a DECLINE status will show a Premium of “N/A” in search results.

#### Out of Scope:

- Manual Decline process by an underwriter (to be implemented in a future update).

This feature provides improved control and visibility over automatically declined applications, enhancing operational efficiency for brokers, underwriters, and applicants.

- [Release Notes](https://knowledge.brokerlift.com/release-notes?hsLang=en)
- [General](https://knowledge.brokerlift.com/general?hsLang=en)

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