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Status Proposed
Categories Suggestion
Created by Guest
Created on Jun 14, 2022

Being able to navigate from Policy Detail page to other policies w/o having to go back to the Individual Detail page

It would save time not having to navigate back to the clients main page to see their other policies. I often have to look at multiple policies for a client and spend a lot of time going back and forth. Thanks

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  • Melanie Livingstone
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    Jun 17, 2022

    I agree, and not only for viewing the policy - but adding a new policy when already in the policy tab

  • Jason Stevens
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    Jun 16, 2022

    oh I see good point. I guess I never realized I went back to the individual profile and back to policies every time

  • Kristy Solberg
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    Jun 15, 2022

    Thanks Jason, but if you are on the clients policy detail page you do not see the preview on the right

  • Jason Stevens
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    Jun 15, 2022

    if you are trying to go to other inforce policies you should be able to do that with the preview on the right