Institution List (Living Annuity)

The Institution List enables policyholders to be added to a Corporate Client. 

 

SelectInstitution List from the sub-menu on the left.

 

 

The JU1AP Corporate Client screen will be displayed.

 

 

To view the details of a Corporate Client, highlight a Corporate Client and click OPEN.  The JU1AP Corporate Client Detail screen will be displayed.

 

 

To add a new policyholder to a Corporate Client, highlight a Corporate Client and click ADD NEW POLICY.  The Policyholder Details screen will be displayed.