Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit TPRO-I-18 Add Forms Information to Proposal Builder.

Proposal Builder Needs Tables to Pull Forms from Each Line of Business Merged

Proposal builder does not currently have the capability to pull the various policy form names, numbers, and descriptions that are associated with each line of business in AMS360. This would be helpful to have in many cases, especially where forms are restricting or excluding coverage.

  • Marc Mcnulty
  • Jan 20 2021
  • Delivered
Product Version Online