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Life BTM Ideas Portal
Created by Jenna James
Created on Aug 9, 2022

Approvals | Display previous face/premium amounts on history of case

display of all previous face amounts and premium that have been chosen throughout the history of the case, so that they can easily compare pricing for certain face amts given a certain approval



"Feedback on term approvals when different than applied for: when clients are rated up whatever Table it may be; it is possible to show the original face amount with the new premium? Also, what the original premium was with the new face amount?"


Submitted by: Kristie Peskey

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  • Laura Zahn
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    Nov 9, 2022