Released: July 29, 2024
Policy cards on a contact’s page has a new layout! You’ll see on the contact card the policy information has now extended, which saves space on the profile.
Pending policies are now titled Submitted and located in the same section
Review Plan Options has now been changed to Flag for review and is located under the three dots on the far right of the policy card
Once the plan has been flagged, you’ll find a flag icon and Review in red, along with the reason for the flag. Or, you can leave a reason for the flag if you are working with the client.
Want to remove the flag? Click the three dots again and select Unflag.