How to start an Insurance Trust application?
To start an Insurance Trust application on our platform:
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Go to Customers.
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Select the customer who would like to apply for an Insurance Trust.
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Under Quick Actions, click Start Now.
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Begin filling in the Insurance Trust application form by following the guided steps on the platform.
For more detailed explanations, you may go to Academy and refer to the Insurance Trust System Training, which provides a step-by-step guide and further explanations.