Proposal Details

Productivity Tip

The proposal details screen allows you to categorize an application according to the business type - Risk, Medical etc... and also to specify whether an application is personal or business. This is used in policy schedule reporting later on.

Proposal Details

1.	Enter the appropriate flags and comments as required.

2.	The business type flags drive the red or green business flags on the Conversation Screen and also allow you to break down a client policy schedule report into personal and business policies