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Common Policy Views


Table 3 describes views common to all policy screens.

Table 3. Common Policy Screen Views
View Tab
Description

Summary

Displays a summary of key data associated with a policy in a single view.

Claims

Displays claims recorded for an individual policy.

Proposals

Allows for the creation and retrieval of quotes prepared for a customer associated with an individual quote or policy. Proposals would normally show up in the quote process, but not later.

Underwriting Reports

Allows users to collect and manage underwriting information associated with an application. These reports are sometimes ordered during the application process and sometimes after an application is submitted.

Documents

Allows users to collect and manage documents associated with an application.

For more information on other healthcare policy views, see Individual Health Policies.

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