Many of our sales professionals perform assignments of insurance policies to their funeral homes. We currently have no way to track this. Adding this option would let us demonstrate how much preneed business we are booking for the funeral home other than FD policies.
Guest
| I need it... | Not Sure -- just thought it was cool |
Mike,
Thanks for putting in this idea! Jessie or Rebecca will be reaching out shortly to explain some ways to accomplish what you are asking for.
