Select Policy Summary from the Asset-Map tools menu.
The Policy Summary page is divided into five areas. From top to bottom they are:
The selector area.
Choose whom to view the policies of from either single or individual members and entities. Choose the group(s) of policies to see by clicking desired check boxes (Life, Disability, Long-term Care, Property and Casualty).
Life Insurance group
Disability Insurance group
Long-term Care Insurance group
Property and Casualty Insurance group
To adjust the view of the members and types of insurances visible, feel free to click the name tags at the top of the screen. You can also show or hide the various policy tables by checking or unchecking the desired table.
The Policy Summary page displays the policy financials entered into the platform with additional data that has been entered on the Details tab on the policy's edit window.
To produce an independent electronic copy of the Policy Summary, click the PDF icon. To include the Policy Summary in a comprehensive report, select the check box on the Reports page associated with the Policy Summary. There are more options for creating electronic copies based on member and entities on the Reports tab.
3/2024