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.




To View the Policy 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.

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