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Feature #247

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Epic #245: 3. EPIC Migration

3.2 Client Policy Details

Added by Dheeraj Kumar about 2 months ago. Updated about 1 month ago.

Status:
New
Priority:
Normal
Assignee:
-
Start date:
12/19/2025
Due date:
% Done:

0%

Description

We are creating loan policy on EPIC and send these loan details on EPIC,
1.Policy Start Date
2.Policy End Date
3.Policy Number
4.Loan Description
5.Policy Company Name
6.Branch of broker
7.Loan Installment details (Principal + interest)

In EPIC, any created policy will be visible in the Policy section under the Client profile.This section helps to review policy numbers, policy periods, policy type and coverage, and overall client policy lifecycle.

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clipboard-202512191755-ebgtr.png (740 KB) clipboard-202512191755-ebgtr.png Dheeraj Kumar, 12/19/2025 01:25 PM
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