Executive Benefits

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donnaM
New Member
Posts: 5
New Member
    Does anyone have any recommendations for tracking individual life policies for execs/partners?  We set the policies up with the vendor on the partners' behalf, and pay the premiums.  We are currently tracking the policy numbers, coverage amounts and premiums for each partner outside of Lawson (Excel).

    We are looking to move this data into Lawson without having to set up separate BN15 plans (sometimes as many as three per partner) for our 400+ partner population.   All suggestions welcome!