Navigate to the The 'Home' tab to you review clients' properties and insurance coverage. You will see all properties owned by the household listed in the chart and any insurance coverage added on the Profile / Net Worth screen and linked to that property.
You can use the slider bar in the Action Items to suggest an overall percentage of property value that the client should target:
You can use the slider bar in the Action Items to suggest an overall percentage of property value that the client should target:
