Policies tab displays all the policies that an account has purchased.
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On this list, you can :
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view the list of customer’s policies along with their corresponding information. Each policy
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Reference
Product
Description
Period
Policy Premium
Status
Sales person
Organization
Created
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Click on policy reference to view policy details. See Policy Details
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Generate, send or download policy summary document. See Policy Documents and Emails
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'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
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