Policy Management
Manage all Final Expense insurance policies including applications, underwriting, and renewals.
247
Active Policies
23
Pending Applications
89
Policies This Month
$2.4M
Total Coverage
| Policy # | Client | Policy Type | Coverage Amount | Premium | Status | Issue Date | Actions |
|---|---|---|---|---|---|---|---|
| FE-POL-001287 |
Margaret SmithAge: 72 |
Whole Life | $25,000 | $89.50/mo | Active | 2024-01-15 | |
| FE-POL-001288 |
Robert JohnsonAge: 68 |
Term Life | $15,000 | $65.25/mo | Pending | - | |
| FE-POL-001289 |
Dorothy WilliamsAge: 74 |
Burial Insurance | $10,000 | $45.75/mo | Active | 2024-02-03 | |
| FE-POL-001290 |
James DavisAge: 69 |
Simplified Issue | $20,000 | $78.90/mo | Underwriting | - | |
| FE-POL-001291 |
Linda BrownAge: 66 |
Whole Life | $30,000 | $105.25/mo | Active | 2024-01-28 |