Life Insurance Policy with Anniversary date
Now in the policy section, you can also add life insurance policies. And the life insurance policy can have an anniversary date. To see the
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Policy Premium Transaction Enhancement
On the policy details page, you will find the policy premium tab, where you can add a new policy premium, edit and delete policy premium.
Policy Tags while Add‌ing a ‌Deal‌ ‌Card‌
Use Case: If you need to create a deal card for claim, cancellation, or service for an existing policy of an active client, then this enhancement
