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 The area holds the detail on all  of your Clients Policies.

 

You can store new policy details (New Business), Renew, Cancel, Endorse and Replace Policies, add a Claim, process Premium Funding and Invoice/Receipt monies from the client.  This area functions as a full Policy processing system once a Policy is Bound. Policies are also stored against Clients and Brokers, Insurers or Clients.