Viewing the 360° Information of a Policy
Procedure
To view the 360° information of a policy:
- Search for the policy in the Customer 360° View screen.
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In the Search Results section, click
the View () icon corresponding to the policy whose details you want to view.
The Policy tab appears in the Customer 360° Information screen. It contains the following zones:
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Note: The Policy List zone appears when there is more than one policy associated with the person.
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Note: The Policy Plans zone appears when you are viewing the 360° information of a person who is associated with the fully-insured group policy.
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- View the list of policies associated with the person in the Policy List zone.
- View the basic details of the policy in the Policy Information zone.
- View the persons associated with the policy in the Policy Persons zone.
- View the plans defined in the policy in the Policy Plans zone.
Related Topics
For more information on... | See... |
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How to search for a policy | Searching for a Policy |
Customer 360° Information screen | Customer 360° Information |
Policy tab | Customer 360° Information - Policy |