build a usable insurance report or at least let us customize a report. insurance account fields need help
separate insurance accounts tab that includes all fields pertinent to insurance. need a "final term conversion date" for sure. need a life insurance report that includes all fields like beneficiaries, term conversion deadline, premiums, face amount, etc.
42
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Anonymous
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Anonymous
commented
This is an absolute must and if Redtail is interested in being an industry leader- this would go a long way toward that. There really isn't a software out there that helps with this type of reporting.