Policy Management
Proposals - shows all proposals in progress including product, status, transaction type and creator.
Policies - shows what policies are in force
Claims - Overview of any claims for the client.
Client Management
Communications - This will show all of the communications regarding that policy. Including notes and emails.
Asset Management
This will show all properties, vehicles and drivers that the client is insuring.
Finance Management
Finance Plans - This will show any finance plans the client has in place
Account Statement - This shows all of the transactions for the client
Invoices - showing all invoices information
Credit notes - if there is any money waiting to be refunded to the customer.
Audit & Compliance
An audit of all the activity that has happened on the page
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