Surface Incomplete Canopy Connect Fields Inside RiskProfile

When a Canopy Connect submission comes in with missing information, producers currently fill in gaps with assumptions and move forward with quoting before collecting everything they need. Incomplete or unconfirmed fields from a Canopy Connect sync should be clearly flagged inside the RiskProfile so producers know exactly what still needs to be collected before a quote goes out.

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Upvoters
Status

🧐 In Review

Board

πŸ’‘ Feature Request

Date

11 days ago

Author

blake

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