banner shape

Front Office

KEYLANE April 25, 2017
Survivorship and profit share on policy detail screen

Previously, information about survivorship and profit share was not available on the policy detail screen, but these details can now be viewed on the policy detail screen in the front office.

Support document generation in front office

It is now possible for a communication to be generated in the front office from LeanApps without adding a PDF document. Based on the indicated document type and category, the front office will now generate the correct PDF document.

Changes in the ‘Funds’ tab

To improve the user experience the technical funds will no longer displayed on the funds tab and this will only show applicable funds.