Overview of Action Buttons (Endowment Action Buttons)

Action buttons are displayed at the bottom of the Policyholder Details screen. 

 

These buttons enable the maintenance of the following details for the Policyholder:

-      Reset

-      Save

-      Cancel Policy

-      Contact Details

-      Bank Account

-      Beneficiaries

-      Medical

-      Print Application

-      Load Document

-      View Document

-      Checklist

-      Finalise

-      View Policy

-      Print Policy

-      Print Letter

-      Policy Decision

-      Amendment Letter

-      Reinstate Policy