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.
