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Life BTM Ideas Portal
Created by Stephanie Oakley
Created on Jun 28, 2023

Multiple Month Drafts

If a case is set to place inforce and we need to draft 3+ months of premium to issue, can we have a 'safety feature' built in that pops up asking if we have confirmed the agent has given approval to draft X amount of months at once to issue/place in force? Thank you!

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    Janelle Rose
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    Jul 10, 2023