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Protection

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How can we improve Protection section in Smartr365?

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21 results found

  1. Review & Filter Protection referrals

    Potentially create an area on Smartr whereby we can filter through the historical referrals made to the relevant protection adviser. Can then also use the notes section on this to update on any progress, so both the advisor and protection advisor can track this a lot closer.

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    under review  ·  4 comments  ·  Admin →
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