Policies Overview

Policies Overview

The Policies page displays a list of all customer policies and any riders, other comp or policy increases linked to them.




The Policies Page

  1. Go to the Main Menu.
  2. Click Policies.
  3. Click the help icon  to open topics specific to the current page, or All Topics in the Knowledge Base.
  4. Click the Account icon  to make changes to your account profile or log out of the application.
  5. Enter information into the Filter row to narrow your selection.
  6. Toggle the View Filters On and Off switch to hide or display the filters.  Click CLEAR FILTERS to remove all filters.
  7. Click the Row Per Page button to increase or decrease the number of rows displayed.
  8. Click the column selector icon  to select the columns to be displayed and the order to display them.
  9. Click the policy number to view the Details page.
  10. Add Ons - Indicates policies with Riders, Other Comp or Policy Increases.

    • Related Articles

    • Bulk Change - Termed Policies

      Termed is a status that for a policy that is no longer active and not paying commissions. A termed date is required for a policy with a Termed status. The bulk term tool can terminate multiple policies at one time and add a specific term date. Bulk ...

    • Policies - Add Edit Duplicate Delete

      Policies are located on the Policy page. Add Go to the Main Menu. Click Policies. Click ADD POLICY. Select a Client Type. Depending on the Client Type, add a Client Name and/or a Group Name. Select an Agent. If more than one agent, only add the ...

    • How to Create Multiple New Policies from Pending Commissions

      The PENDING – CREATE NEW POLICY feature allows you to create new policies directly from pending commissions and automatically match those commissions to the newly created policies. Previously, policies could only be created one at a time. This ...

    • How to Match Multiple Pending Commissions to Existing Policies

      Pending commissions occur when a commission is imported but cannot be automatically matched to an existing policy in the system. The PENDING - MATCH TO EXISTING feature allows you to match these commissions in bulk to the correct Pending policy in ...

    • Account Profile Overview

      Information about your contact, additional users, username, password, credit card, subscription and user defined fields, can be updated on the Account Profile page. To update information on your account, click the account icon and select Account ...