Holding Reviews

All the client’s current policies/holdings will be listed. Any review dates that have been entered on the individual policies will pre-populate the screen.

If no dates have been entered on the individual policies then there are 2 other options. Both show as blue links at the bottom of the page. 

 - Selecting this will take the renewal date of the policy as the review date and input this date into the review column. 

- Selecting this will set all the contracts to the same date as specified on the Servicing tab. This option is usually taken when an adviser is due to visit a client. 

At the bottom of the screen is a report that will give you a chart of the clients review dates: .