(2692) Canadian‑Specific Forms: When, Why, and How to Use Them
Content Level: Basic
Personas: Account Manager - Employee Benefits
Products: Applied Epic
Canadian forms are here! This session will walk through the why and how behind using Canadian-specific forms for Canadian Group Benefits. You’ll learn when to use these forms, how they support compliance and consistency, and how they align with the new UX experience to create a smoother workflow, helping you better understand client needs and manage your overall book of business more effectively.