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Status Feedback & Review
Workspace ClosingVue
Categories Enhancements
Created by Guest
Created on Oct 30, 2024

Don't wipe out policy screen info when changing underwriters

Oftentimes a policy screen is completed and you realize the proper underwriter wasn't picked by the processor. If you have all your endorsemens and upcharges entered and change it deletes everything. It would be extremely helpful and time saving to at least have the choice of keeping as is with only u/w changing.

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