If you want to look at specific items to do with a specific policy then this is where to start!
This is the menu that will navigate you through each policy that the client has. You will need to be in a specific policy.
Starting with Policy Overview
- you will see the main information about the relevant policy - type, provider, insurer, policy number etc. It will also so the Timeline and Key Documents as well as giving you the opportunity to "Create New" (Note, Task, Document, Email, SMS & Claim).
The box in the right hand corner with the three lines in it will let you do the following actions -
This is where you will need to come to make any amendments to the policy itself.
Next on list is Communications
This section is where you will find any relevant communication regarding that policy in the form of emails, notes etc.
Documents is Next
This is where you will see all documents that are relevant to that policy and from here you can do a couple of things.
All the documents that have been created for the policy.
This is what the three dots will do at the end of each document -
If the documents have a check mark next to them then you are about to either download or re-issue
Then you move onto Policy & Risk Data -
This section which show what is actually on cover and will also show the disclosure questions (and answers) under risk capture.
Depending on whether the policy has any buildings and/or vehicles on it then the next sections on Properties, Vehicles, & Drivers will show those on cover.
The claims section will note any claims that are attributed to the policy you are in.
Last bit, Underwriting -
This is where you will see sums insured including the liabilities (along with the ability to amend those or add one), the excess and amounts (also the ability to add any additional excesses) and whether the policy has any endorsements (and what they are) - if there are any additional endorsements, these can be added in.