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Marcia Bellair

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  1. Automatically copy address from client to insured

    30 votes

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    10 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Marcia Bellair commented  · 

    Re: Insurance - When entering the relationship to the subscriber the address of the client is removed. 90% of the time the client lives with the subscriber. There should be a place to check "subscriber address is the same as the client" and the client's address populates.

    Marcia Bellair supported this idea  · 

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