Report for insurance premiums due
I need to run a report for a life insurance policy to show the clients who have a premium coming due. I can run a custom export, but it doesn't reflect the client's who have modal premiums.
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Anonymous
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I would like to be able to create an automation that would create a task based on the issue date of an account. Example: Create a task for the servicing advisor to schedule a planning review 30 days in advance of the account issue date.