Customer Service Module in Cloven
The Customer Service module enables you to add details to policies, investments, households, or contacts. It helps you manage actions such as contributing to a TFSA, adding a beneficiary to a policy, and more.
Here’s how you can make the most of the Customer Service module:
Please note that the Customer Service module is highly customizable. If you need any assistance, feel free to contact us at support@bluroot.ca.