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.

Process:

• Policies
  • 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.

• Reports
  • Navigate to Reports
  • Click on the Group By drop-down

• Choose the group by option, and the Book of Business will be sorted accordingly.