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Life BTM Ideas Portal
Created by Laura Zahn
Created on Aug 9, 2022

Customer Experience | Companion Case

When files are submitted on families (husband/wife/children), business partners, additional on same insured, etc., it would be helpful to tie those cases together to help link them up and enhance the customer experience perspective as well as helping the UW.

Submitted by: Courtney Jacobson


Additional policies should automatically have the forms from the original case

Submitted by: Beth Abbott

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  • Laura Zahn
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    Nov 9, 2022