Initiating a Lapse can be done in 4 ways:
![]() | Quick Links | ![]() |
![]() | Client & Policy level | ![]() |
![]() | Policy Transaction level | ![]() |
![]() | Transaction wizard | ![]() |
NOTE: When initiating via option 1, you will be prompted to enter an existing client name. From there, a list of the client's transactions that can be lapsed will be displayed. Using the list, choose the transaction you wish to lapse.
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