The Insurance Follow Up report lists clients who have insurance premiums that are due
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| title | Opening the Insurance Follow Up Report - Click here to expand... |
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- From the File menu, select Reports or click on the Reports icon
 Image Added - Select Work In Progress Reports from the Select Report Category drop-down list.
- Select the required report.
- Press the Preview or Print button. The Standard Criteria dialog will be displayed.
- Enter the standard criteria options.
- Click the OK button. The report will be displayed or printed.
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| title | Mainaining Client Insurance Details - Click here to expand... |
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You enter clients Insurance Premium Funding details in the Client / Services screen  Image Added
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