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Created by Sam McClain
Created on Oct 6, 2022

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CM Adding UW Note on Case Summary

CM is allowed to add UW Note on Case Summary - Case Summary. We previously put in 66582 so that the Underwriter had access to add UW Notes on this screen. Do we want CM to have access to do this?

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    Janelle Rose
    Reply
    |     Oct 19, 2022

    Added to feature https://sfg.aha.io/features/LT-904

  • Sam McClain
    Reply
    |     Oct 8, 2022

    Does UW Notes on Case Summary fit the needs to UW notating? Seems to function differently than general note adding...could FAST give an overview of how underwriters from other companies utilize notes within the system?