Description – Sort your Book of Business content by Payment Frequency.

Use Case – Convenience to group by and vew the Book of Business by the payment frequency

Process: 

• Navigate to Reports and select the Book of Business tab.
• Then go to Group by and select Payment Frequency.

•   You can view the data sorted based on the Payment Frequency of the policy.

Note: The sort is based on the payment frequency you select while creating new policies.