Policy Information

Policy Information

Capture all pertinent information relating to the policy, including multiple lines of coverage that can include multiple products from different carriers under one policy, multiple riders, owner/insured details ( with links back to that individuals profile page ) and multiple beneficiaries. Coverage amounts are automatically totaled and calculated based on the modal premium and mode (annual, quarterly, monthly etc...) as they are entered.  All dates and policy underwriting status on the policy page provide multiple options for analyzing your business data in the reports section related to policies.

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