Entering data in the Case Information tab dynamically populates this information throughout the application.
Completing the Case Information Module
1. Enter information for the proposed insured, including name, date of birth, age, and gender.
2. Enter a brief description of the case in the Case Description field (optional).
3. Select a state and product type from the corresponding dropdowns, then click the Find Available Products
A list of available products displays.
4. Click the Select button to choose a product.