Policies

You can view Policies of your customers from the Menu Items available on the left pane of the homepage. You can perform the following functions through Policies:

• View the list of Policies that are that are issued for the customer account.

• Navigate to the Policy Activity page and view complete information on the policy.

• Process endorsement, renewal, cancellation, reinstatement, reissue, or rewrite through the icon displayed against each record.

• Sort the Policies based on Policy Number, Customer Account Name, and Policy Effective Date.

• Filter the Policies based on Product, Policy Number, Customer Account Name, Agency Name, Agent Name, State, Policy Effective Date, Status.