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Create Booked Policy (Without Prospect)

In cases where a customer walks in directly or prospecting is managed outside SIBRO, creating an Upcoming Prospect and converting it each time can be time-consuming and misaligned with the workflow.
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Cleansing Class of Policy Master →

For insurance brokers based out of India, the class of policy master should only list the Line of Business as per IRDAI. If you by mistake messed it up the class of policy master, you can follow the following steps