Skip to Main Content
Life BTM Ideas Portal
Created by Jenna James
Created on Aug 4, 2022

Notes | build templates

"The ask is to have a drop down feature with templates built in for some of the more frequent notes that may be added to a case. This would speed up some of the time that it takes to document the case and also would make the notes consistent and easier to review.

Option #1 “Resent Link for OP2 per MGA/Agent Request”

Option #2 “Resent eDelivery Link per MGA/Agent Request”

Option #3 “Case ready to issue per MGA/Agent Request”"


Submitted by: Diana Dusa

  • Attach files
  • Jenna James
    Reply
    |
    Nov 2, 2022