For an individual client with business protection where they are the life assured, the plan does not show on the joint client record or the joint client portal despite setting the bix protection plan to 'visible on joint client portal'
It would be helfpu to have a way to show these plans on the joint client as you can't add a non-inidividual record as a significant contact to a joint client record.
Equally, I can't change ownership of the biz protection plan to the individaul as that will write the protection commission against the individual record rather than the business client record.
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Rejected
Feature Request
Plans
Almost 2 years ago

Nick Smith
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Rejected
Feature Request
Plans
Almost 2 years ago

Nick Smith
Get notified by email when there are changes.