How to allocate a product to a client? : my-insurer and wellnex

How to allocate a product to a client? Print

Created by: Regine Lai

Modified on: Tue, 12 Feb, 2019 at 1:26 PM

On the menu bar, click on "Portfolio Overview" > "Client" > "Create a new account" > "Client's Name" > "Create a Policy"

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Regine is the author of this solution article.

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