Policy Details

1. Introduction

When accessing a policy, you'll have access to all the relevant details.

This is a brief overview of the policy.

Field	Description
Period	The latest policy period: policy start date - policy end date
Product	The product that the policy is created by On the product name, you can easily access the product version and activation date.
Channel	The sales channel through which the policy is sold
Effective Date	The latest policy effective date If your policy undergoes multiple adjustments, the screen will display the most recent effective date.
Policy premium	The latest policy period premium (the premium that the customer pays for)
Annual premium	The latest policy annual premium
Status
Previous insurer	The previous insurer of the policy https://contemi.atlassian.net/wiki/x/AQDNaQ
Renewal mode	The current renewal mode of the policy More details of the renewal action can be viewed in Renew Policy

Status	Description
Created	The policy has been created but has not yet been activated. The effective activation date is set for the future.
Active	The policy is active
Pending Termination	The policy is waiting for termination The termination effective date is set for the future.
Pending Renewal Offer	The policy is allowed to generate a renewal quote. - The duration for allowing the creation of a renewal quote can be configured in Product Settings
Expired	The policy is expired
Terminated	The policy is terminated In Seamless, this status will be applied to both policies that are terminated mid-term and those terminated entirely (canceled).

Policy Timeline: view changes in QAs and documents over the time.
Premium: premium breakdown
Cover breakdown: premium per cover. This should be the breakdown value from table “Premium” after applying all pricing components such as Underwriting Adjustment, Sales discount, Commissions, or Taxes.
Payment schedule: list all payments and their amount, status…
- The installment details will be described in this link Installment details
- If the user receives a request from the policyholder to change the payment option of an active policy, it is possible in Seamless. Please see more details at this link Change policy payment option.
- If the user receives a request from the policyholder to change the due date of an installment, it is possible in Seamless. Please see more details at this link Change due date of an installment
Documents: view and download the latest policy document

On policy details, you can perform several actions on the policy: