Policy Record Page

Your policyholders have a policy record page for each of their policies.

On this page, your policyholders can:

• See the overview of the policy.

• View the status of the policy.

• View root-level coverages of the policy.

• View policy asset details.

• Use quick links to perform tasks in the context of the page. For example, they can add a claim, modify coverages, or cancel a policy in the record page.

• View agent or producer details.

• Send a message to the agent or producer.

Note The self-service portal has only single-currency support. You must configure multi-currency support, if required.