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Life BTM Ideas Portal
Created by Stephanie Oakley
Created on May 16, 2023

E-delivery with Docusign follow up 30 days

Would like to see a 3rd system generated email to be sent out to the agent/client at 30 days from issue to remind them that signatures are still outstanding. currently we only have one at 7 and 15 days. Feedback from field is that a 30 day option would be great. Thank you!

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    Janelle Rose
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    Jul 11, 2023