An Update to Preference Settings Effective 05/18/22

We’re excited to announce a new preference setting available in Partner Dashboard on May 18. Within partner preferences, you can elect to delay the offer notification sent to clients (when a case is declined) for up to 10 days.

Give your advisors the added benefit of providing alternative insurance solutions for their clients and the opportunity to level up their business processes. 

What you need to know

• The system automatically defaults to a 5-day delay until the setting is changed
• Agencies can select this option for their advisors in partner preferences
• Clients still receive notification automatically when a case is approved

Visit our advisor hub for more information on the digital platform.