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Policies Tab Overview

Overview of the Policies on the side menu

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Written by Annelli Bradbury
Updated over 2 months ago

Under this section is where all of the polices are listed under

  • Policy Reference

  • Insurers Reference

  • Carrier (insurer)

  • Policy Type

  • Client

  • Status

  • Start Date

  • End Date

  • Added Date

  • Actions - takes you into the policy

ACTIONS

This gives a general overview of the policy and will allow changes to be made

Under the three lines is the menu of options that relate to the policy.

Information about the policy itself can be found under the "Overview"

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