Policy Event History

Productivity Tip

It's a good idea to log events that happen along the way to a policy - kids added to a medical policy, benefits decreased, benefits removed, cash values updated etc..

Policy Notes

1.	The system ships with a number of Note types which are applicable to a policy record - Benefit Alteration, Benefit Decreased, Benefit Increased and so on...

2.	Open the policy in question and click on the Notes tab

3.	Start a new line and drop down the Note Type dropdown.

4.	Choose the appropriate Note Type, add the detail under the Notes box and press enter.

5.	The new note is saved and also appears in the client Journal identified by the Note Type

6.	If you have admin rights, you can add further Note Types to the Lookups under Admin / Lookups.