Insurance Follow Up Report

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TFS User Guide - Table of Contents

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The Insurance Follow Up reports lists clients who have insurance premiums that are due. There are two types of Insurance Premium reports;

Opening the Insurance Follow Up Report - Click here to expand...

From the File menu, select Reports or click on the Reports icon
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.

Mainaining Client Insurance Details - Click here to expand...

You enter clients Insurance Premium Funding details in the Client / Services screen

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