| Items | Explanation |
|---|---|
| Reference Number | The reference number is more often than not the free certificate number issued to the client at referral stage. |
| New Status | This shows the status after the changes are made. |
| Current Debit date | The date for the debit request. |
| Policy balance | This shows any arrears or credit on the policy. |
| Premiums in tracking | Any premiums that are tracking at the bank. |
| Temporary alteration | Conservations uses this to save changes they want made to the policy. |
| Automatic note | This is used to populate the note required for any changes to the cover. |
Note
This is the for typing your note if you don’t want to use the automatic notes.
