eDisclosure Automation Plugin
Included with PowerTools Optimized
Although processing a single eDisclosure can be considered fast, the time adds up when you process many of them during the day.
The eDisclosure Automation Plugin automates several steps in the process of sending Disclosures thus minimizing time it takes to send each disclosure by few minutes. This plugin also sets selected Plan Code to custom fields to help auditing if someone sends wrong disclosures.
The eDisclosure Automation Plugin will save your users approximately 2 minutes per disclosure. Considering it takes approximately 10 minutes to send each disclosure with all the custom selections, the eDisclosure Automation Plugin will allow sending disclosures approximately 20% faster. Besides time saving, the eDisclosure Automation Plugin will also significantly increase consistency due to less manual data entry.