When a Canopy Connect submission comes in with missing information, producers currently fill in gaps with assumptions and move forward with quoting before collecting everything they need. Incomplete or unconfirmed fields from a Canopy Connect sync should be clearly flagged inside the RiskProfile so producers know exactly what still needs to be collected before a quote goes out.
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π§ In Review
π‘ Feature Request
11 days ago

blake
Get notified by email when there are changes.
π§ In Review
π‘ Feature Request
11 days ago

blake
Get notified by email when there are changes.