Skip to Main Content
đź’ˇ Share your Ideas!
Status Shipped
Workspace Case Management
Categories Family & Friends
Created by Daniell Jara
Created on Apr 14, 2020
Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit ARRANGE-I-857 Pre-Need Page Update.

Add 'Authorizing Agent' as a Role in Family & Friends Merged

User Story

A customer from Wisconsin says they could benefit from adding a new F&F role called Authorizing Agent, as this is not always the NOK or Informant.

  • Erin Merriott
    Reply
    |
    May 26, 2020

    Joe called Joanna to check on this idea. It was submitted pre ideas portal, thus the lack of votes. Could we revisit this idea? Joanna is providing the link here to Joe for updates. :)