For clients set up with claim | Risk Management Platform Ideas

For clients set up with claim reporting send email to broker/agent when policies expire

For clients that have claim reporting turned on and the agent/broker has to manually input the claim reporting information, it would be great to have the RMC send an email reminder when those policies are about to expire.

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Jul 20 2023
Needs review

Incident Track

Reporting Customer

USI

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For clients set up with claim reporting send email to broker/agent when policies expire

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