The Alteration Tab

The Alterations tab will be broken down by section and explained.

Item Explanation
AlterationAn alteration is when any changes are made to the benefits on the policy.
Mandate requestThis is the button for when we need to request debit order mandate from the client. These are required when the premum or bank details are amended.
Save Temporary AlterationConsverations uses this button t save their changes temporarily.
SaveThe CC consultant uses this to save the alteration.