Life Policy Register for Insurance Advisors
The register lists every life policy the advisor has sold, with insurer, policy number, plan, sum assured and dates. It can be searched by client, family, insurer, plan or policy number.
What one policy record carries
Searching the book
Policies can be found by policy number, client name, phone number, insurer or plan. A result opens the family, with every other policy it holds. An advisor who takes over a book reads the same register as the one who sold it, with every note intact.
Where it leads next
Plan details and the premium calendar are built on the policy record. Once a policy is entered, its due dates, benefit dates and commission lines follow from it, so a wrong date here carries forward. The desk checks new entries against the bond.
What the agency sets up
- The insurers you work with and the plans you sell
- Status labels, if your agency uses more than the standard set
- How an existing register or sheet is imported
- Who may add, edit or close a policy record
What this module does not do
It does not issue policies and it does not replace the insurer’s own record. Where the insurer’s record and the register differ, the insurer’s record decides and the desk corrects the entry.
Frequently asked questions
Can policies from several insurers sit together?
Yes. Each policy names its insurer, so one family can hold plans from different life insurers in a single list, and the family’s total cover is read from it.
How is a policy found with only a phone number?
The phone number opens the client, and the client opens every policy held. Policy number search works the other way.
Does the register show matured policies?
Yes. Matured, surrendered and claimed policies stay on the record with their final status. The history of a family is complete.
Is the policy bond stored here?
Yes. A scan or photo of the bond is attached to the policy, along with endorsements as they arrive.
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