Master Policy

A master policy is one which can have group members with the same basic coverages.  Advisors Assistant lets you copy values of master policies down to individual policy records and keep them linked to the master.  These individual policy records can then be modified or customized if needed.

Changes made to master policies can automatically be copied to their group members and each such change can be conditionally copied.  Conditions can be set on a field by field basis

See also

Add/Modify Group Policies