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Allow for 1 or 2 more People in the Clients Section

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If there could be the ability to add 1 or 2 more people to the clients section. The best way I could explain this is for example if you have a Son calling in for insurance for his Parents to insure their home. He would technically be the applicant listed and then the Parents would be the client and co-client.

Posted by JoeyS ·
2 comments

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Comments2

  • David Watson

    Team•

    May 10, 2024

    Great call @JoeyS - we will work on getting this into the roadmap as soon as we can. We have some UX changes coming and the forms will be more customizable so we will probably have to wait until after that.

    • JoeyS

      •

      May 10, 2024

      Awesome! No worries just figured I would throw the idea up there! Thanks David, stay awesome!