Settings and activity
58 results found
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6 votes
Kate Thacker supported this idea ·
An error occurred while saving the comment -
3 votes
An error occurred while saving the comment Protection need to have in force/lapsed/cancelled/live status completed isnt correct at all
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76 votes
We are currently live testing a version of custom workflow and tasks and have received some valuable feedback through this process.
We intend to roll this out further to a limited number of firms shortlly.
Then wider for all.
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36 votes
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41 votes
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21 votes
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2 votes
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18 votes
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19 votes
Hi all,
We are currently making changes to the Protection experience in Smartr. This requirement has been approved and planned for later this year.
Keep an eye out for more comms to follow.
Thanks,
The Product team
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3 votes
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7 votes
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7 votes
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5 votes
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32 votes
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17 votes
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40 votes
This request is in development now.
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10 votes
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17 votes
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5 votes
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13 votes
Protection cases shouldnt really be shown as completed they should either be commenced, In force, live, lapsed, cancelled etc not completed. When cases are then on risk/in force/live they should automatically be pulled into existing policies.