Friday, October 16, 2009
Pacific Life Makes Tracking Performance of Life Insurance Policies Easier
...Planned Performance Tracking automates and simplifies many of the time-consuming service tasks around life insurance. With a few clicks, a life insurance professional can:
* Compare the values projected in a baseline illustration against a current in-force illustration so adjustments can be made, if needed, to help keep a policy`s performance on track.
* Send new business or in-force illustrations from Navigator to Planned Performance Tracking to create a baseline for benchmarking.
* Schedule future in-force illustrations, which include a Policy Tracking Report, by creating a baseline with Navigator and sending it to Planned Performance Tracking...
Reuters: Pacific Life Makes Tracking Performance of Life Insurance Policies Easier
* Compare the values projected in a baseline illustration against a current in-force illustration so adjustments can be made, if needed, to help keep a policy`s performance on track.
* Send new business or in-force illustrations from Navigator to Planned Performance Tracking to create a baseline for benchmarking.
* Schedule future in-force illustrations, which include a Policy Tracking Report, by creating a baseline with Navigator and sending it to Planned Performance Tracking...
Reuters: Pacific Life Makes Tracking Performance of Life Insurance Policies Easier
Permalink posted by markw @ 5:04 AM 
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