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Status Proposed
Categories Suggestion
Created by Nicole Benken
Created on Jun 14, 2022

Reduce Duplicate Data Entry

Data entry is very time consuming. With the way the system is currently set up, the same information must be entered over and over again. Some of our group clients have 10 or more policies. It would be beneficial if information on the policy detail page could be pre-populated from the information already entered on the group detail page. In the same manner, there’s a lot of duplicate info on the coverages page. We shouldn’t have to enter all of that info on the policy detail page and the again on the coverages page.

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  • Christina Perez
    Reply
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    Jun 14, 2022

    I agree I would like some of the same infor to auto populate

  • Patty Plaisted
    Reply
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    Jun 14, 2022

    Especially on the Group Policies for Account Manager and Servicing Agent. It should at least default to what's on the Group Details page. Agree with carrying over Effective Date and Renewal date to Coverages tab.