On the People Tab, Legal Parties tab, and/or the Authorizations & disclosures tab, it would be a help to indicate when legal forms are required when certain people are listed on the contract.
For example if a POA , Guardian, Appointee, etc. is listed on these tabs then a small notification can pop out to the side that says, "If this person is signing on behalf of the insured, then a copy of the legal documents will be needed in order to process the contract."
Guest
| I need it... | Not Sure -- just thought it was cool |
