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Reviewing Product Disclosure Information

As part of the application process, an agent is required to read general and product disclosure to customers, and record whether or not customers have read and understood them. Using the Compliance view, end users can record this information.

To capture a product-specific disclosure, please see Automating the Display of Disclosure Documents.

To capture general disclosure information

  1. Navigate to the Applications screen > Applications List view.
  2. Drill down on an application, and click the Compliance view tab.
  3. In the disclosure form, complete the necessary fields.
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