đź’ˇ Share your Ideas!
Please create a screen for data entry specifically pertinent to insurance policies. It would be very helpful to be able to have everything in one place so at a glance, you could see who holds the policy, the policy number, death benefit, a checkbox for if the funeral home is taking an assignment on that policy, etc. Then, we could generate assignment forms right in the program using a "choose policy number" dropdown similar to how we generate contracts using the "choose contract" dropdown.
