FINALLY! We've figured out how to allow you to share your template policies to new clients in the desired order you want. No more rearranging each time you onboarding a new client.

As part of our commitment to building bulk client management tools that save you time, we are constantly trying to improve our products to minimize the customizations you've got to make to prettify your client accounts. Build as many template policies as you want and still track their status and client updates to them through the Template Policies tab. However, now, you can customize by group the order that these template policies get pushed out to your new clients. 

Using the drag and drop icon, you can order your template policies by group and dictate the exact order the newly added clients in that group will see their template policies when they enter their Policies feature. The ordering of template policies within these groups do not effect existing clients added to the group. Any new policies that are created and added to a group are by default added to the end of all existing clients' Policies feature to be relocated by them (or you for them).