Duplicate Current Offer into Upcoming Offer or have a setting under the plan to automatically add to Upcoming Offer
When configuring the Upcoming Offer you have to attach every plan to every subgroup. Sometimes groups have 10-70 subgroups that can cause this to be very time consuming.
It would be helpful if there was a way to clone the Current Offer to create new renewal plans and auto add the new plans into the Upcoming Offer. Or if there was a setting under the plan "Premiums" that had the option that said "Add to Upcoming Offer".
I can see how this would save a lot if time for the larger groups on BerniePortal.