Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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

...

On this list, you can :

...

view the list of customer’s policies along with their corresponding information. Each policy

...

  • Reference

  • Product

  • Description

  • Period

  • Policy Premium

  • Status

  • Sales person

  • Organization

  • Created

...

Generate, send or download policy summary document

...

's details can be accessed through the respective policy reference.

Policy details & actions

You can view the details and perform actions on a policy. You can also generate different types of document with multiple policies as well

Child pages (Children Display)
allChildrentrue