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Use of TA action type in enrollment action items

edited Sep 5, 2020 12:10AM in Benefits 1 comment

Summary

Any idea where this is configured or how it is used?

Content

When reviewing the list of enrollment action items, I noticed an action item I've never seen in the configuration. This action item is delivered as "Requires Third Party Agent Approval". Has anyone else configured this action item? And if so, how have you used it?

Thanks,

Kristopher

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