November 2024
Written onNov 5, 2024by Marianne
Some improvements have been made for the use of the new active customer management portal, based on feedback we received from advisory teams; the latest update includes enhancements in filters, data visualization, and customer data loading.
The Portal
We've made several enhancements regarding the use of the Active Customer Management app:
Added more filter options
Displayed more data on the customer detail page
Do you have any questions or feedback for us following these updates? Don't hesitate to email us at support@onesurance.nl or get in touch with your Onesurance contact person.
Kind regards,
The Onesurance team
