This announcement is worth repeating. Save twice the time and twice the effort with Duplicate Case, a new feature that is now available in our digital business solutions platforms!
How does it work?
Copy existing case details when starting a new case for both web-based illustrations and SimpleSubmit® e-app.
Kick-start a new application or web illustration by using common data that was entered in a previous case.
Edit an already submitted case, or an already saved case, by duplicating the case in My Cases, then go to the duplicate illustration, change what is needed, and provide a final illustration to the client without having to recreate the case.
Access Duplicate Case under the Case Actions drop down menu in the Case Information, My Cases, Quotes/Illustrations or Application screens.
By using this feature, it duplicates all information in the illustration and attached e-app except: anything after the lock screen to include, paramed orders, eSignatures and their respective screens, attachments, and policy numbers.
Visit our digital business solutions pages to get your hands on Duplicate Case today!