Getting Started (13)
Training Sessions (82)
Report (19)
Release Notes (40)
Policies (25)
Accounts (49)
Contact (84)
Client Portal (7)
Integration (40)
Pipelines (139)
Engagement (104)
Setting (42)
Mobile Apps (14)
User Account (7)
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Support (16)
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Carrier (5)
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view policies in client portal
How to view the policies in the client portal?
You can view your policy from two places: the Policy module and your Dashboard. Click on the 3 lines to open the menu and select the policy icon.
