A new task is now available in Business Tracker to help you quickly correct invalid postal addresses for your insurance clients.
This improvement replaces the paper reports previously sent to advisors to flag incorrect addresses.
Going forward, when a postal address is deemed invalid, the system automatically notifies you through a new orange event in Case Tracking.
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Your role is essential Contact your client to update their mailing address. This simple action helps you:
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Tip
💡This contact with your client is also a great opportunity to remind them that many tasks, including changing their address or beneficiaries, can be completed through their Client Space.
