您在此处:
显示保险客户的保单详细信息
在保险代理控制台上获取客户持有的所有保单的综合视图。您可以通过按类型分组的保单查看保险项目详细信息和参与者或受益人详细信息。使用搜索工具列出特定保单或保险项目。
位置:此更改适用于具有保险行业受管软件包的 Professional、Enterprise 和 Unlimited Edition 中的 Lightning Experience。
谁:保单 360° 适用于分配了行业服务卓越性权限集和 FSC 保险权限集的用户。

We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.