After creating a renewal under "Policy to lapse", the renewal falls under "Policy to renew". To add this renewal to a client's portfolio, you are require to create a policy from the renewal list.
I created a renewal under "Policy to lapse" but i still do not see the renewed policy in my client's profile. Why? Print
Created by: Regine Lai
Modified on: Tue, 12 Feb, 2019 at 1:45 PM
(491 KB)
(344 KB)
(315 KB)
(348 KB)
(333 KB)
(349 KB)
(386 KB)
Did you find it helpful? Yes No
Send feedbackSorry we couldn't be helpful. Help us improve this article with your feedback.