What do I do if I still need information from the insured?

Copy Flagged Questions allows you to export unanswered questions to send to your client

    Don't have the answer to a question? Flag it and come back to it later. Rather than stopping and starting, flag questions on any section of the form and filter to see them all in one convenient place.

    From there you can call the customer and go through the remaining questions in real time. Alternatively, copy the questions into an email or Word Document and send it to them to request the missing information.

     

    Step by step: 


    1. Click on the grey flag to the left of the question you'd like to flag
    2. When you are ready to review flagged questions, remove the Required filter in the bottom left corner and then click "Flagged."
    3. You can answer questions on the flagged question page and they will automatically be updated in your forms. Use the 'COPY QUESTIONS' button in the top-right to copy the flagged questions to your clipboard if you want to send them to your client!