How do I know when policyholders change their preferences?

Updated 2 months ago by Jennifer B.

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 project is linked to an XactAnalysis assignment. If a policyholder is unable to edit their personal preferences, the project's primary contact can update the information for them.


How Did We Do?


Powered by HelpDocs (opens in a new tab)