You will be notified on the platform and/or email when your client edit their financial information; vice versa. The calculator on the agent platform and mobile app is synced to ensure constant touch points with your clients.
What happens when my client updates or edit their financial information? Will I be notified? Print
Created by: Regine Lai
Modified on: Tue, 12 Feb, 2019 at 4:06 PM
(225 KB)
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