Click on “Policies” on the menu bar to open the policies policy list of the customer:
All of your policies of the customer will be displayed on the list, with the newly created list at the top by default, and the policy status should be grouped by status following the order as below:
Active
Renewed
Created
Pending Renewal offer
Pending Renewal Inception
Pending termination
Expired
Terminate
In the search box, when the user provides you enter a policy reference number and clicks click the Search icon, the policy has policies with a reference number that matches the search information provided will be displayed properly on the list:
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