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Created by Shania Bye
Created on Feb 27, 2024

We need all case details on main page in one spot (pol dates, status, client demographics)

Having the policy anniversary, app date, approval date, close out date, etc will allow us to work quickly and effectively and improve our experience and agent experience when they call in. User friendly is needed and not happening right now. Processing is not ideal right now at all and its important we get there.

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    Kristi Kruger
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    Apr 24, 2024

    This was submitted with NB enhancement ideas so will be handled through that process.