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Brokewizard - Products Tab
Improvement
Under Review September 19, 2025
Currently our process is to complete the Brokerwizard, including compliance (we have already chosen products in Quickli) then we have our support staff complete the Products section in BE. After completing the products and moving to products the previously completed compliance notes in Brokerwizard are wiped clean. I imagine it is because this is a one way push from products to the compliance tab. Currently we need to remember to copy the notes before completing this step. Any fix would be appreciated.
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