Page Comparison

Policies tab displays all the policies that an account has purchased.

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On this list, you can:

• View list of policies. Each policy in the list has the following information:

  • Reference

  • Product

  • Description

  • Period

  • Policy Premium

  • Status

  • Sales person

  • Organization

  • Created

• Click on policy reference to view policy details. See Policy Details

• Generate, send or download policy summary document. See Policy Documents and Emails

• Create FNOL for a policy if FNOL module is available. See Manage FNOL case (Create/Edit/Delete/Reassign)