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Efficiencies: CL/PL Statuses, Renewals & Rewrites, Status Dates
October 18, 2021 @ 10:00 am - 11:00 am
Room: Pacific D
Speaker Type: HawkSoft / Agent
HawkSoft has built some handy ways to keep track of policies across terms, and workflows to facilitate remarketing your clients’ risks. We’ll go over and discuss how and when to use certain statuses, when to change dates, and the expected workflows in HawkSoft CMS.