When a client fills out part of the QuoteForm, our agents have to start a separate Risk Profile from scratch to finish collecting information. It would be a huge time-saver if the agent could pick up where the client left off β or if we could pre-fill a link for the client that continues from where the agent started over the phone. This would cut duplicate data entry and make the handoff between client-supplied info and agent follow-up much cleaner.
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π§ In Review
π‘ Feature Request
About 24 hours ago

Krisha Retherford
Get notified by email when there are changes.
π§ In Review
π‘ Feature Request
About 24 hours ago

Krisha Retherford
Get notified by email when there are changes.