Article Category: Policies, Plans & Mortgages

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Add an Existing Policy

IMPORTANT: There is a fundamental difference between ‘New Business’ and an ‘Existing Policy’. You should only be adding Existing Policies...

Cancelling Business

To cancel a policy, simply change the Policy Status to Cancelled and record the date on-which it was cancelled. You...

Cofunds Policy Numbers

After the Cofunds reference changes, you will need to ensure that valuations are configured on your account using the new...

Commission Profiles

This short video will walk you through creating a Commission Profile in FinPlan and explain how a Commission Profile will...
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