Insurance And Investment Contact Management Page: 1

1. Activity list-household information detail (2 product(s) support this feature)
2. Add households from a search window (2 product(s) support this feature)
3. Add unlimited households (2 product(s) support this feature)
4. Display all contacts belonging to a single household on one screen (3 product(s) support this feature)
5. Display policy information based on a households aggregate financial data total assets and liabilities (2 product(s) support this feature)
6. Household search capability (3 product(s) support this feature)
7. Investment account or position-household information detail (2 product(s) support this feature)
8. Letter log-household information detail (2 product(s) support this feature)
9. Opportunities-household information detail (2 product(s) support this feature)
10. Policy information-household information detail (2 product(s) support this feature)
11. Property and casualty claims-household information detail (2 product(s) support this feature)
12. Summary of property and casualty claims by household (2 product(s) support this feature)
13. Validation by household (1 product(s) support this feature)