Viewing the Details of a Policy Plan

Procedure

To view the details of a policy plan:

  1. Search for the customer registration in the Customer Registration screen.
  2. In the Search Results section, click the link in the Customer Registration Information column corresponding to the customer registration whose policy plan details you want to view.
    The Main tab appears in the Customer Registration screen.
  3. Ensure that the Policies zone is expanded in the Main tab.
  4. Click the View (The View Icon) icon corresponding to the policy whose policy plan details you want to view.
    The Policy tab appears in the Customer Registration screen.
  5. Ensure that the Plans zone is expanded in the Policy tab.
  6. Click the View (The View Icon) icon corresponding to the policy plan whose details you want to view.
    The Plan Information tab appears in the Customer Registration screen.
  7. View the details of the policy plan in the Plan Information zone.

Related Topics

For more information on... See...
How to search for a customer registration Searching for a Customer Registration
Customer Registration screen Customer Registration (Used for Viewing)
Customer Registration - Main tab Customer Registration - Main
Policies zone Policies
Customer Registration - Policy tab Customer Registration - Policy
Plans zone Plans
Plan Information tab Customer Registration - Plan Information
Plan Information zone Plan Information