This article is a continuation of Edit/View Benefit.
Create a joint life quote by clicking the Add Client+ button in the Clients tab of a protection quote:
Select Existing Client or complete details to Create a New Client
The client details will populate from the Contact record:
Save
Navigate into the Benefits tab:
Click into the benefit through the pen icon:
Click Second Life:
Save
The quote results screen will refresh to reflect the joint life quote.
You can view joint life in the benefit tile:
