One of the biggest holdups for me is that I’ve been going through each policy and making a checklist of the claims within each policy and determining if it's currently done, an easy to-do, if it needs a process update, or something else.
I’d love to have some sort of way to track/manage those within each policy (and have it on an account level). Having that built into the policies would actually be SUPER helpful. Right now, I'm doing that manually.
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In Review
Feature Request
6 months ago

Zack Gilbert
Get notified by email when there are changes.
In Review
Feature Request
6 months ago

Zack Gilbert
Get notified by email when there are changes.