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. 
The Policies List View is where you will be able to view a list of the insurance policies that have been issued and assigned to a deal. You will also be able to see a concise view of the insurer, when that policy was created and when it’s expiring.

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