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Life BTM Ideas Portal
Created by Melissa Swier
Created on Aug 1, 2023

IUL Grace display

Currently the only way to see that an IUL policy is in grace on FAST is in the transaction itself. We would like to see on the policy values the grace amount and the date that the payment needs to be paid by somewhere on the page that way it is easier to tell the client/agent this information.

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  • Admin
    Janelle Rose
    Reply
    |
    Nov 6, 2023
  • Admin
    Janelle Rose
    Reply
    |
    Nov 1, 2023

    Sent email to John R to determine if there is an upcoming admin/product feature we can align this to.