Right now in Risk Profiles we automatically add the Co-Client when the Client is listed as Married.
We need to remove this action to make it easier for agencies who do not collect this information.
We also need to ensure that this happens the same way when the Risk Profile is created from QF.
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QuoteForms
About 1 year ago

David Watson
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π₯ Released
π₯ Feedback
QuoteForms
About 1 year ago

David Watson
Get notified by email when there are changes.