Should an agent always apply the newest policy to every open case?

**Should every open case move to the newest policy?**

No. A transition provision can preserve an earlier rule for work that reached a specified milestone. The correct action depends on the policy's applicability conditions, not simply on which document has the latest version number.

**What does that look like in an evaluation?**

An insurance renewal rule applies the revised excess to offers issued after its effective date. Renewal `REN-0628` remains open, but its offer was issued before that date and remains valid. Renewal `REN-0631` has no issued offer. An agent must distinguish the two records even though both appear in the same open-work queue.

**What should the task require?**

Require the agent to identify the qualifying milestone, cite the transition provision and explain the resulting treatment of each renewal. The generated records need enough evidence to establish when the offer was issued and whether it was withdrawn or replaced.

**Why is this valuable?**

It tests restraint as well as action. Applying the newest rule everywhere can alter valid commitments. A useful evaluation rewards a justified decision to preserve the earlier treatment and penalises unsupported assumptions about eligibility.