Insurance Overview - SPA


In the Practifi Insurance tab  you can add your clients' insurance policies, including relevant details such as provider names, policies, benefits and premiums.

Furthermore, insurance policies can be associated with specific people in a household to ensure accurate ownership and beneficiary reporting. Recommendations can also be related to particular policies (to capture products that you have recommended). 

There are a number of insurance specific categories in Practifi and they can be configured by your Practifi System Administrator.


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