Save what supported the decision
When your team saves an explicit carrier decision, CarrierTrail preserves a decision evidence record with the available census snapshot, saved filing observations, note and reviewer identifier. This lets a later reviewer understand what was available when that decision was made.
Separate history from the current view
New source observations and later note changes can make the current carrier view different from an older decision. Earlier evidence is not rewritten to match the latest page. Decisions made before evidence capture was introduced are not reconstructed after the fact.
Export the right record
The decision JSON export is tied to the selected historical review. The watchlist CSV is a current operational list and serves a different purpose. Label an evidence export by carrier, decision date and intended use so colleagues do not confuse a present-day list with last month’s review.
Explain what the evidence contains
The export contains the public snapshots available to the app and the saved decision context. It does not independently verify an insurance contract or add confirmations your team obtained elsewhere. Its checksum can help detect a changed file; it is not an independent certification of the underlying source data.