Expiration Dates

Expiration Dates is a section of the Customer data entry form. Track expiration dates for the customer's additional policies you don't write. This information can be used to create a Target List, which you can use in conjunction with a campaign to solicit business.

To add a new customer, you must enter data in the required fields before you can save data in this section . More...

Key Fields

General

 

Line of Business*

Use the information entered in these fields as selection criteria for a Target List in the Sales Center.

 

Expiration Date*

* Required fields

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