Sample only: Scroll and click submit to see what the insured and service team would see after they enter details and click submit.
Below is a sample of the screen the insured sees after submitting. The following also happens:
confirmation email goes to the insured
email goes to service team member with CSR24 Service request in the subject line
SYNC activity attaches to EPIC as closed as you will want to use the activity from the endorsement workflow – the email serves as your reminder to do the change or contact the insured.