More details added to Policy Summary
Foresters Financial™ is making it easier to get the information you need on your clients’ in-force policies. We’ve added more details to the Policy Summary on our advisor portal, Bluesky.
The Summary now shows additional information such as Loan Amount, Cash Surrender Value, Cash Paid Up Additions, Dividends and Funds on Deposit. We’ve also added a Death Benefit Summary with a detailed breakdown of the Total Death Benefit.
How to create Policy Summary reports
Policy Summary reports are found under the Reporting tab on Bluesky. Simply click on Reporting, select Policy Summary, enter the policy number and click View Report. The policy must be in force or paid up to generate a report. |
