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How can we improve Protection section in Smartr365?

Protection

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Add new employment status of House Person to enable integration to SolutionBuilder

Add new employment status of House Person to enable integration to SolutionBuilder

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Malcolm West shared this idea · Sep 25, 2024 · Report… · Admin →

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Malcolm West commented · September 25, 2024 3:48 AM · Report

Currently you cannot quote Income Protection for a House Person as their Employment status must be a House Person to integrate and the status cannot be amended in SolutionBuilder.
If select as Employed and select an Occupation of House Person an income is required which is not applicable and could affect quoted benefits

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