Tradewind LIME: Research and Policy Creation

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Research Request

Develop a user manual for creating and managing a policy through the company’s Life Insurance Management Environment (LIME).

Solution

ProEdit gathered source material and screenshots from the LIME software and developed a manual that walks users through the steps of creating a policy in the program, including uploading documents, creating a beneficiary schedule, etc.

Outcome

We delivered the manual on-time and within the budget, and the client was pleased with ProEdit’s work on the document.

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