Viewing the 360° Information of a Policy

Procedure

To view the 360° information of a policy:

  1. Search for the policy in the Customer 360° View screen.
  2. In the Search Results section, click the View (The View Icon) 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:

    • Policy List

      Note: The Policy List zone appears when there is more than one policy associated with the person.

    • Policy Information

    • Policy Persons

    • Policy Plans

      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.
  3. View the list of policies associated with the person in the Policy List zone.
  4. View the basic details of the policy in the Policy Information zone.
  5. View the persons associated with the policy in the Policy Persons zone.
  6. View the plans defined in the policy in the Policy Plans zone.

Related Topics

For more information on... See...
How to search for a policy Searching for a Policy
Customer 360° Information screen Customer 360° Information
Policy tab Customer 360° Information - Policy