How do I know when a policyholder changes their personal preferences?

Updated 8 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 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.


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