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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π§ In Review
π‘ Feature Request
About 2 months ago

blake
Get notified by email when there are changes.
π§ In Review
π‘ Feature Request
About 2 months ago

blake
Get notified by email when there are changes.