Post

2 followers Follow
0
Avatar

Saving Contract Form Selections by Carrier

When processing contracts it would be nice to save the from selections by carrier - so that if we choose annualization, or agent agreement, or whatever form selections we choose….that the next time we process the same contract the same choices would be assumed by default. I think most agencies tend to provide the same package to agents for each carrier (annualization or not, agent agreement or solicitor agreement). It would help in staff training to have the choices remembered. 

Hurst Kopp

Please sign in to leave a comment.


1 comment Sort comments by: Date Votes

0
Avatar

Thank you for posting this Feature Request.  While I have marked this as "Not Planned" .... please note that our Forms Team can make these requested changes for your agency quite easily.  Simply email support@surancebay.com with your request(s) - it helps that each carrier has a separate email request to us vs. all in one - and our team will make these requested changes for you.  This is one of the reasons for the set-up fee that agencies already pay SuranceBay for, to make such changes.

Anatole T. 0 votes
Comment actions Permalink