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Life BTM Ideas Portal
Created by Samantha McLain
Created on Dec 26, 2023

Agent Solicitation Questions - Auto Correspondence

In Legacy today, do we sent any auto generated correspondence based on how agent solicitation questions (or any app questions from iPipeline app)? If yes, how will we accomodate in FAST?

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  • Admin
    Janelle Rose
    Reply
    |
    May 6, 2024

    Confirmed with the business - this is not needed.
    eApp is covered within iPipeline and Paper they will manually add requirements.

  • Admin
    Kristi Kruger
    Reply
    |
    Apr 24, 2024

    This is not needed. Janelle is checking with Noah and Petrea regarding current procedure. If something additional is needed Janelle will handle.