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. 

  • Guest
  • Jun 27 2016
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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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