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Create applicant notes from policy change requests for agents before renewals lapse

Create applicant notes from policy change requests for agents before renewals lapse

Your policy change requests land in the intake table causing missed endorsements and delayed billing. Consolidated applicant notes and failure alerts reach agents and leadership so renewals proceed before the next billing run.

Create applicant notes from policy change requests for agents before renewals lapse

Create applicant notes from policy change requests for agents before renewals lapse