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