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

Way to connect several clients to one policy

I work with Individual ACA plans so this is for family policies. It would be very helpful to have a fast way to connect one policy to all of the people on the policy instead of having to enter the same policy multiple times under each person's profile. Some families have 7 people and we have to enter the same policy into all 7 profiles. This is the ONLY reason I started looking for another CRM because the ACA is about 50% of our business and no one seems to have this feature. It's VERY time consuming!

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