New Release: Insured Birthday Reporting

Users can now report on and receive notification reminders of Insureds Birthdays. Enabling timely and personalized interactions with clients.

Filter on Insured Birthdays: Easily filter records to find upcoming and recently past insured birthdays on both All Insured and All Policies.
Notifications: Receive alerts for upcoming insured birthdays, ensuring timely and personalized customer interactions.

For more information about creating custom reports with our new "Insured Birthday" field, view our Life Policy Filtering Guide.