How to Initiate a Lapse

Modified on Tue, 25 Jun, 2024 at 4:26 AM

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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