Issue
An existing policy imported from the Fact Find has blank or incorrect cover details. The most common is a blank TPD Definition (for example, Any or Own occupation).
Why This Happens
Existing cover is imported as completely as possible, but some details aren't currently brought across. The TPD definition is imported as blank. Anything left blank also shows as blank in the advice document.
How to Fix It
On the Details tab, under Current Situation, click the vertical ellipsis (⋮) beside the policy and select Edit.
Under Cover Details, check each cover. For TPD, select the Definition (for example, Any or Own).
Scroll right to check the remaining columns, including Super-Linked, Waiting Period, Benefit Period and Add. Death Cover.
Check the Premium Details and the owner.
Click Save.
Tip: Make checking imported cover part of every scenario, before you get quotes or set statuses.