Documenting your Annual Client Contacts process has been made easier within Docupace/Starting Point. You can now create your ‘Documentation of Annual Client Contact’ within Starting Point. A new tile selection is there 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.
And, as always, if you have any questions please call 800-344-7437 or email DocupaceSupport@nationallife.com
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