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Claire-ification - March 2024
Audio version of the Claire-ification column from IA&B's March 2024 edition of Primary Agent magazine.
Claire-ification is a bi-monthly guidance column in Primary Agent magazine. This month's question is: I discovered a missing UM/UIM form in a file. Is it OK to backdate it to when the selection was effective and ask the customer to sign it?
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.