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Life BTM Ideas Portal
Created by Jenna James
Created on Aug 9, 2022

PBR | Show draft date

Midland website, pending business report - Showing the EFT draft date. This would allow the agent to know when the first and future draft are set to come out for the client before the case is release. Bonus options: to have a pop up or link to the EFT time table or even a help bubble with the "10 day rule"


Submitted by: RYH

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  • Laura Zahn
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    Nov 9, 2022