Effective Dates: Difference between revisions

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Effective Dates - of all the information, transaction processing and assistance you will provide to clients, effective dates will play an important role in almost every aspect of your daily work.  It will be important that you understand how effective dates are calculated as well as the impact to a policy transaction in the event of a typographical error or possible miscalculation.  The Equinox system will handle some of the calculations for you making

Revision as of 08:12, 6 December 2024

Effective Dates - of all the information, transaction processing and assistance you will provide to clients, effective dates will play an important role in almost every aspect of your daily work. It will be important that you understand how effective dates are calculated as well as the impact to a policy transaction in the event of a typographical error or possible miscalculation. The Equinox system will handle some of the calculations for you making