Policy Management
Policies - shows what policies are in force
Assets - shows the Assets that the client currently has under the system - including properties & vehicles.
Claims - Overview of any claims for the client.
Sales Management
Proposals - shows all proposals in progress including product, status, transaction type and creator.
Quotes - show all quotes that have been done for the client.
Audit & Accounts
Audit Log - shows all activity on the client file.
Invoices - overview of all invoices.
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