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Valuation Report - Protection - Include Premium & End Date

Raised by @Adrian Pickersgill:

Protection tab needs to include sum assured (note - this is already included under Cover Type), premium and end date.

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Comments1

  • Adrian Pickersgill

    •

    Apr 28, 2025

    The protection reports I can produce only show provider, policy type, policy number and start date. At the very least they also need to show sum assured, premium amount and frequency and policy end date. A back office system is there to do admin tasks for us with preferably zero inputs and manual interventions.