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Have an idea? Search first to see if it exists and collaborate with the community by commenting & voting to make it a greater idea.
Learn more: How to Submit Ideas
Right now, the dynamic fields below only pull from the first policy that populates into the proposal. We need the fields to pull in from each individual policy that pulls into our sections/templates. Specifically the items below because we manually have to key that info currently.
#ParentCompany
#WritingCompany
#PolicyNumber
#PolicyPeriod
#EffectiveDate
Jennifer Powell
| Product Version | Online |
| Related Products | AMS360, Sagitta |
