Reserve Activity
I would like to see what takes place in my reserves. How much is added and taken away with new policies, death claims and lapses or cancellations. I like to keep a total and see exactly what's going on.
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Guest
- Jun 27 2016
- Shipped
| I need it... | Week |
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Jul 1, 2016
Admin response
This is a great idea Tracy! We will actually be rolling out some new dashboards later this month that will highlight all of the items you have mentioned.
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