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All Categories ​>​ ​Team Member ​ > ​ ​Policyholder Preferences

Policyholder Preferences

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How do I know when policyholders change their preferences?

Team members are notified when policyholders update their claim preferences. The changes are documented in a PDF, which is saved in the primary contact's Documents tab and sent to XactAnalysis if the…

Updated 6 months ago by Jennifer B.

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