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

Compliance | Flag cases/policies

"Requirement is to provide functionality to compliance to ‘flag’ agent’s cases that need to be reviewed (policies both New Business and Policy Change).  The goal of this is to notify compliance if an agent has submitted business in situations where compliance would like to review before it is underwritten, issued or released."


Submitted by: JaVay Kambeitz for Compliance

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  • Laura Zahn
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    Nov 9, 2022