This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package. |
The Additional Information Setup is an addendum to the Summary of Insurance Report and allows you to add information to the report. For example, you can include the account executive and representative names here.
Entering information on this data entry form creates an additional page for the report with the information you enter.
Accessing Additional Information Setup
Fields in Additional Information Setup
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