View Policies
Go to Policies in the left-side menu.
Current/Renewed Policies are grouped by Account. Note: expired policies older than 30 days do not display in Connect.
Policies can be keyword searched at top right.
Scroll through policies by using the numbered pages at bottom right.
Policy Effective, Policy Description, and Billed Premium can be sorted in ascending or descending order.
View up to 100 records per page via the top left drop down menu.
Access Attachments
The paperclip icon indicates there are attachments available for the policy. Click the paperclip or row to view its detail and associated attachments.
For the selected policy, these document types may be available on separate tabs as shown: Policy, Endorsement, Audit, and Schedule. Policy Documents are read-only.
_____
Go to the next section → Document