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How can we improve the Smartr365 Fact Find?

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1 result found

  1. Ability to lock protection fact find to clients post application

    We need to ensure the Protection Fact Find is not able to be edited by the client(s) post insurance product application. Currently they are able to amend their information which is leading to potential compliance issues.

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    under review  ·  1 comment  ·  Protection Fact Find  ·  Admin →
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