Description – See the number of policies associated with an account in the report module.
Use case – Easy navigation of Accounts having policies mapped to it user can view and download easily from hereÂ
Navigation-
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- Navigate to the Reports module. Go to the tab Policy per new account.
- You can see the account name and the number of policies for that specific account. To view the policies, click on the policy count .
- You may also download the policies by clicking on the download button.
