What is Key Policy option in the Insurance section

When adding Insurance cover you have the option of highlighting if the client has more than one policy if that policy is the main focus of the insurance portfolio.

This allows the system then to identify in the summary screen two additional features.

1. To display the Key factors and benefits of the Policy so as to reconfirm the decision with the client in an ongoing fashion.
2. Provide a direct link to the online PDS of the policy to the providers website.

The feature is an OPTION and is not a requirement for the system to complete its calculations.