Team member: How do I know when a policyholder changes their personal preferences?
Updated 1 year 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 Files 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.