Member/Policy |
||
Primary Functions |
Reports |
Maintenance Functions |
Policy Lookup Cash Values Policy Entry Policy History Policy Searches Payment History Update Members Lodge Information |
Active Members Active Members by Age Rate Proposal Agent Listing Lodge Listing Print Policy Schedule Pages Print Cash Value Pages Beneficary Letters Address Changes Extended Term Policies Policies with Riders Policies by Lodge Policies by Status/Branch Policies by Zip Code Policy Count by Type Policies for a Lodge Premium Paying by Lodge Single Envelopes Labels for Selected Policies Labels for Lodge Members Lodge Labels - Financial Secretary |
Cash Value Factors Modify Billing Cycle of a Policy Change Member Number Change Members Lodge Change Policy Number Consolidate Member Numbers Delete Duplicate Policies Lodge Transfers Plan Types Premium Bands Premium Rates Relationship Codes Status Codes Country Codes |