video1.0<iframe src="https://www.loom.com/embed/05964bad95af430787b6b1aef08d1d75" frameborder="0" width="1364" height="1023" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>10231364Loomhttps://www.loom.com10231364https://cdn.loom.com/sessions/thumbnails/05964bad95af430787b6b1aef08d1d75-00001.gif158.43333333333334In 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.