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Create applicant notes from new emails for agents before renewals lapse

Create applicant notes from new emails for agents before renewals lapse

Your applicant and policy emails arrive untracked, causing missed follow-ups. Agents receive applicant notes tied to records so renewals are actioned before the next billing run.

Create applicant notes from new emails for agents before renewals lapse

Create applicant notes from new emails for agents before renewals lapse