We heard your feedback regarding documenting your Annual Client Contacts and have made the process easier within Docupace/Starting Point. Beginning November 29th, you will be able to create your ‘IAR Documentation of Annual Client Contact’ within Starting Point. A new tile selection will be present to begin the process and the completed documentation will be archived to the client’s ‘General’ folder.
For step-by-step instructions on completing this new process, click here.
If you have any questions please call 800-344-7437 or email DocupaceSupport@nationallife.com
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