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Illustration Report Preview

Matching a life insurance policy to a proposed insured can sometimes take longer then expected. However, with the ability to preview each policy in its entirety before printing can be a real time saver.

 

Each page of the illustration can be previewed by the client and the agent before deciding on a particular policy.

 

The report can even be digitally signed and transmitted or sent as pdf.

 
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Illustration Report Preview - Screen Shot

 
 
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