Life Insurance
Availability
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Overview
Use the Life Insurance module to track a client's life insurance policies.
Actions
Follow the instructions below to perform tasks such as creating, editing, and exporting Life Insurance records.
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Then… |
Create a Life Insurance record |
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Display a list of Life Insurance records |
Click Insurance > Life Insurance > View Life Insurance. |
Display the details for a Life Insurance record |
Click the life insurance name in the Life Insurance List View. |
Edit life insurance information |
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Suppress one or more Life Insurance records |
You can also suppress a single Life Insurance record by clicking Suppress on the Life Insurance Detail View. |
Update information related to multiple Life Insurance records |
For more information, see Editing and suppressing multiple records. |
Duplicate life insurance information |
Click Duplicate in the Life Insurance Detail View. Duplication is a convenient way of creating a similar Life Insurance record. You can change and save the information in the duplicate record to create a new record. |
Export records |
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Field Descriptions
Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
Client |
Click the Client to which the Life Insurance record applies on the Clients Popup List View (displays upon clicking the Selection arrow) or the list of Clients matching the character(s) you enter. |
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Insured Contact |
Click the Contact who is insured by this policy on the Contacts Popup List View (displays upon clicking the Selection arrow) or the list of Contacts matching the character(s) you enter. |
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Company |
Click the Company that issued the insurance policy on the Companies Popup List View (displays upon clicking the Selection arrow) or the list of Companies matching the character(s) you enter. |
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Policy Number |
Enter the policy number issued by the insurance company. |
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Policy Type |
Click the type of policy. |
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File |
Click Choose File and navigate to and select the file containing a copy of the insurance policy. The file name displays in the Select File box. |
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Policy Status |
Click the current status of this policy. |
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Issue Date |
Click on the Date Selector to choose the date the policy was originally issued. |
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Effective Date |
Click on the Date Selector to choose the date the policy became effective. |
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End Date |
Click on the Date Selector to choose the date the policy ends. |
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Endorsements |
Describe any special endorsements contained in the policy. If you prefer not to enter specific details about this insurance policy in the designated fields, use the endorsements field for a general description of the policy coverage. For example, if you track policy details in a separate system, copy and paste the policy info here. |
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Assigned to |
By default, the record is assigned to the creator of the Life Insurance record. To change the assignment, click the user on the Users Popup List View (displays upon clicking the Selection arrow) or the list of users matching the character(s) you enter. |
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Description |
Enter additional information about the policy. |
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Teams* |
By default, your private team is assigned as the primary team. To change the primary team assignment, click the team on the Teams Popup List View (displays upon clicking the Selection arrow) or the list of teams matching the character(s) you enter. To assign additional teams to the Life Insurance record click add (+) and click the team as described above. For more information on assigning teams, see Assigning Users and Teams to Records. This is a mandatory field; you must assign a Team. |
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Policy Details section |
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Surrender Value section |
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Loan section |
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Dividends section |
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Premium section |
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Agent section |
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