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Notes for Chubb and templates for Sandata and Cin7. Skuid notes, todos.

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Norm Rasmussen
2024-04-18 18:57:55 -04:00
parent 908ab49d70
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11 changed files with 130 additions and 17 deletions
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CustomerNotes/Chubb/Chubb.md
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@ -129,3 +129,6 @@ FYI and any collateral for Steve:
* Meeting is on Monday with CMO.
* Steve is trying to steer the direction of not putting marketing assets into CE
* Educational value add only. Agents will be able to tell what is authentic ed materials and what's marketing.
## 04-18-2024