Let agents start a quote that prospects/clients can finish

When a client fills out part of the QuoteForm, our agents have to start a separate Risk Profile from scratch to finish collecting information. It would be a huge time-saver if the agent could pick up where the client left off β€” or if we could pre-fill a link for the client that continues from where the agent started over the phone. This would cut duplicate data entry and make the handoff between client-supplied info and agent follow-up much cleaner.

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Upvoters
Status

🧐 In Review

Board

πŸ’‘ Feature Request

Date

About 23 hours ago

Author

Krisha Retherford

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