Insurance History of Enforced and Lapsed Policy information

Within the Insurance module all data relating to Insurance is maintained and stored for compliance reasons and is powered by SmartCover

By clicking on the History tab on the bottom of the page you will see any additions, deletions and changes to a client's insurance file.

This is the history log of all revisions to the client's SmartCover Insurance Policies. Each time your Client or yourself undertake any Changes to the SmartCover policies the history record is updated.

• Date and Time stamped
• Action
• Who updated the Fund’s details?
• Type
• Name
• Value etc