Please add date/documents/history when a policy is lapsed or defaults.

Helpful for documentation purposes and to clarify with clients and/or relatives.

  • Patrice Marcott
  • Mar 10 2016
  • Planned
I need it... Not Sure -- just thought it was cool
  • Mar 11, 2016

    Admin Response

    Thanks Patrice! Currently you should be able to view lapse letters when you drill down into the policy. However, we are lacking the additional lapse information. We will be adding a new reporting module later this year that will allow you to create custom reports and drill down into the data. We will be adding your idea to this module. Thanks!

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  • Patrice Marcott commented
    March 11, 2016 15:27

    The date of the lapse, any documents of the lapse (Letter), and/or if you have history of the lapse – “so-and-so called and said can’t pay anymore. . . “ - I know this last part is farfetched.