Three easy ways to make sure an important insured/policy attribute is seen by anyone servicing the account

There is information about insureds that is important enough that everyone in the office needs to be aware when they service the account. What is the best way to make sure agency users or outside VAs know such important piece of info?

I can think of at least 3 good options to make an important piece of info about an insured stand out.
1- Insured Description
2- Tag/Labels
3- Sticky Note
This brief video describes the options. I belie the sticky note is the best (loudest) choice, but different cases may call for using a different options.
Click here to see video
I hope this was helpful.
Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk