Update – Introduced three new filters and grouped them by options under Policies and Reports.
Use case – Easier to view and analyze policy and report data.
- Navigate to Policies
- Click on the Filter icon in the top right corner
- The latest filters – Policy Form, Status, and Sub Status, are at the bottom of the list.
- Click on the drop-down menu under the filter options to choose the filters and click on Apply.
- The list of filtered policies will be displayed.
- Navigate to Reports
- Click on the Group By drop-down
- Choose the group by option, and the Book of Business will be sorted accordingly.