Skip to content
Log inSign up
Templates
Update policy start flags when effective date arrives

Update policy start flags when effective date arrives

Your policy start dates go unflagged in your records, delaying billing and client follow-up. Mark records effective automatically so billing and outreach happen same day.

Update policy start flags when effective date arrives

Overview

Stop manual checks and missed billing windows by flipping policy start status automatically when the effective date arrives. This gives brokers and billing staff the confidence to invoice and reach out to clients the same day, without extra reconciliation.

Update policy start flags when effective date arrives