Agents can update policy effective dates on SAM applications

Users of SFM Agency Manager (SAM) now have the ability to change effective dates on quoted applications, including approved quotes. We added this feature earlier this year in response to feedback from agents.

You can update application effective dates right from the SAM quote screen. To change the effective date on an existing application, simply type the new effective date in the provided boxes and click “Save Dates.” You can reset effective dates forward up to 60 days past the original application effective date. To move a date backward, please reach out to your underwriter for review.

This change comes as a response to suggestions made by agents who use the SAM system frequently. This enhancement represents the latest in a series of refinements to the digital user experience for SFM’s agency partners.

“We’re already hearing from agents who appreciate the additional flexibility this upgrade gives them,” said Steve Sandilla, SVP & Chief Business Officer. “We’re grateful to our agency partners for providing direct feedback on how our SAM system can make their lives easier, and we work hard to turn their suggestions into meaningful improvements.”

For more information about optimizing your agency’s application workflow in SAM, contact your SFM underwriter.


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