Primary Functions


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