New
August 18, 2025
Insurance Made Transparent with Year-by-Year Tables
Dear subscribers,
We’re excited to bring you Insurance Tables – a new enhancement that gives your clients a year-by-year view of their insurance journey.
From coverage to premiums paid, and even maturity payouts, everything is now displayed clearly, plan by plan. Perfect for helping clients understand the true value of their policies over time.
Need Help?
Our support team is here to ensure you make the most of this new feature.
Thank you for your continued trust in GoalsMapper. We remain committed to enhancing your practice with tools that make a difference.
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