Working with Policies
Where else would we store the policies that you’ve issued for your customers!
You already know this but in case you don’t, an insurance policy is the contract between the insurer and policyholder (which in most cases is your customer). Within a policy record you will be able to see a summary of the insurance coverage details, its expiry date and also access the documents attached to that policy record.
Policies List View
The Policies List View can be accessed by clicking Policies on the top menu bar.