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Coverage Summary Product Template
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the header cell for each column.
Id
DebitNoteNo
AssoComm BEF
AssoComm AFT
IntrComm BEF
IntrComm AFT
CompComm BEF
CompComm AFT
TotlComm BEF
TotlComm AFT
PrinAmt BEF
PrinAmt AFT
TotlAmt BEF
TotlAmt AFT
TimeStamp
Check
assoDiff
intrDiff
agentDiff
totalCommDiff
prinDiff
totalAmtDiff
Life Product
New Life Product
Coverage Summary Product Template List
id
Product Name
TimeStamp
Back
Logg
Logg DebitNoteNo
Logg TimeStamp
Before
After
Differences
Associate Commission
Introducer Commission
Company Commission
Total Commission
Principal Amount
Total Amount
Logg Check
Check
Uncheck
Logging Report
Monthly Statement
Print Invoice
Download Invoice
Date 23.07.2020
Print Invoice
Download Invoice
Date 23.07.2020
Remarks
Testing Remarks
Product Summary Column Definition
Column Definition
Remove Column Definition
Column Type
*
Policy
Personal
Column Name
*
Column Data Type
*
string
integer
decimal
date
Column Calculatable
*
False
True
Policy Type
*
Default
Proposed Insured
Life
Personal Accident
Medical
Savings
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Coverage Summary
Coverage Summary Details
Coverage Summary Header
*
Proposed Insured
*
Age
Product Life Table
Add New Product Life
Add Existing Product Life
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to edit product life,
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to reorder row.
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COVERAGE SUMMARY
CUSTOMER NAME: TESTING INSURED
PREPARED BY: TIM TEST
DATE:
Existing Product Life
Product Life Table
id
Product Name
TimeStamp
Product Life
Product Life Details
Remove Product Life
Product Life Name
Product Life Description
Product Life Image
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Delete
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Show Product Life Table
Product Life Table
Add New Row
Add New Column
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to edit column data,
Right-Click
to remove column/header,
Click and Drag
Row No to reorder row.
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Add Column Header
Product Life Details
Column Header Name
Add Insured
Insured Details
Type
PERSONAL
COMPANY
Name
*
NRIC/ ID
*
Date of Birth
Age
Gender
-
Female
Male
Other
Race
-
Chinese
Indian
Malay
Others
Marital Status
-
Divorced
Married
Single
Occupation
Address
*
Postcode
*
City
*
State
*
Email
*
Contact No. 1
*
Contact No. 2
Contact No. 3
Fax No.
Remarks
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Insured Details
Type
PERSONAL
COMPANY
Name
*
Mother Company
Business Nature
Company No.
*
SST No.
SST Date
Person Contact
*
Remarks
Address & Contacts
Address
*
Postcode
*
City
*
State
*
Email
*
Contact No. 1
*
Contact No. 2
Contact No. 3
Fax No.
Risk Address & Contacts
Address
Postcode
City
State
Contact No. 1
*
Contact No. 2
Fax No.
Confirm
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Delete File
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Share Policy Summary
Phone Number to Share
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