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Life BTM Ideas Portal
Created by Laura Zahn
Created on Aug 17, 2022

PBR & Portal | EFT Draft Date

Functionality to show the EFT/Draft Date in the PBR and/or Portal so the agent will know when the first and future draft dates are set to come out for the client before the case releases.

Bonus add: pop up box or link to the EFT time table to help with the "10 day rule"


Submitted by: RYH