Create an Automated Protection Review Task/Reminder
Like with mortgages, it would be good if once protection has been completed an automated review task / case could be created for a review in the future
13
votes
Matthew Preston
shared this idea
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Savannah Jackson
commented
New opportunities for Protection should be highlighted - Not just Protection renewals, but also where Protection on previous Mortgage Case wasn't sold.
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AdminTest B2B Adviser
(Admin, smartr365)
commented
@francisca suggest this gets grouped with Workflows work