Idea Zone

EPolicyManager allow Jacket assignment removal before submitting file to The Fund

EPolicyManager, unfortunately once a member has requested a Policy JACKET in a file accidently, they can not remove the Jacket association, even if the jacket has not been submitted to The Fund. Perhaps if there was a remove choice after the assignment but Before it is submitted (maybe remove and auto send a cancelation request to epolicycancellation@thefund.com) it would make EPM easier to use. If the member could remove the Jacket they could then do an endorsement in the existing file. Today they can not do an endorsement after the fact because it will also send in the jacket they do not want.

  • Guest
  • Nov 29 2021
  • Planned
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