Please add date/documents/history when a policy | Online Access Ideas

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!

Comments (1)
Votes (1)

Attach files

Enter a subject

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.

Image 2.jpeg

Image 1.jpeg

×
Attachments Open full size