Business protection on the joint client portal

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.

Area of the system
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Upvoters
Status

Rejected

Board
πŸ’‘

Feature Request

Tags

Plans

Date

Almost 2 years ago

Author

Nick Smith

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