{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/05964bad95af430787b6b1aef08d1d75\" frameborder=\"0\" width=\"1364\" height=\"1023\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1023,"width":1364,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1023,"thumbnail_width":1364,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/05964bad95af430787b6b1aef08d1d75-00001.gif","duration":158.43333333333334,"title":"New Form Updates and Important Account Information","description":"In this video, I explain the new updates we made to the form, including the addition of review account activity and important notes. I also highlight the importance of including any specific instructions or restrictions in the pinned notes section. Additionally, I discuss the need to address open change requests and automatic policy change requests, as well as the importance of removing payment information from certain accounts. Lastly, I mention the process for documenting the cancellation or non-renewal of policies. Please watch the video for more details and action items."}