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Pipeline - Finding a Specific Type of Policy
Pipeline - Finding a Specific Type of Policy

How to find specific types of policies by Filtering the Pipeline

A
Written by Annelli Bradbury
Updated over a month ago

At the top of the Pipeline page is the filter option -

There is the option to filter by New Business, Renewal, MTA or all and the other option is by Broker.

The default setting will be All Policies

The Broker option will give you the names of all those on your system, just your own or everyones.

Nothing ticked in the drop down will result in "None Selected"

Tick the type of policy required

This will result in only MTAs being shown in all sections of the Pipeline

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