Sample only: Scroll to click to see what the client and service team sees after a request is submitted.
Note: Drivers on the policy would show and the following screen would show after selecting a driver.
Below is the confirmation screen and what the client and Service team will see after the submit button is clicked.
Email to insured confirming request details – comes from service team member
Email to Service team with same details – CSR 24 service request in subject
SYNC activity attaches to EPIC as closed to record transaction. You will want to use the Activity from the applicable workflow to actually record the change.