Adding Protection and Insurance policies via the FactFind

When a client adds a protection policy or any general insurance, the options they have are very limited in terms of only being able to add a valuation. It would be way more useful for them to be able to add key details like the sum assured for example.

Area of the system
Fact-find

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Upvoters
Status

Planned

Board
πŸ’‘

Feature Request

Date

About 1 year ago

Author

Emily Loveridge

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