ADD PERMANENT/HARD-CODED FIELDS DEDICATED FOR CLIENTS' INSURANCE INFORMATION
We need Red Tail to ADD hard-coded fields for the following clients' insurance information:
Insurance Carrier
Type of Insurance
Face Value/Face Amount/Death Benefit
Premium Frequency
Premium Amount/Modal Premium
Insurance Issue Date
Owner, Joint Owner, Insured 1, Inusred 2
An additional "insurance" box in the "Financials" section of the Contact Page in RT would be an appropriate place for these fields.
An ability for this additional insurance section to be dynamic would be preferred, meaning that an ability to add multiple policies would be great.
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