Add a flag to a policy to indicate when a policyholder moves a policy to another customer

Would like to have a flag in GIAS that is checked "Yes" when a policyholder moves a preneed contract from one customer to another. For example, if a policyholder moves the preneed contract from one Washburn firm to another Washburn firm, this flag would not be activated, but if the policyholder moved the policy from a Washburn firm to a NPW firm, it would be. 

This would enable us to speak authoritatively about the effectiveness of preneed in locking down future marketshare for our customers. Please contact Dave Paquette with any questions.

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  • Dec 12 2016
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