Spreadsheet view
Link policies to a client and review details
Selection
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Policies to link
These links are separate from the legacy policy-client links.
Spreadsheet
Client row on top, linked policies below.
| Client | Type | Phone | City | State | Country | Identifier | |
|---|---|---|---|---|---|---|---|
| Select a client to load details. | |||||||
| Policy # | Insurer | Line | Status | Effective | Expiry | Sum assured | Premium | Frequency | Currency | Notes |
|---|---|---|---|---|---|---|---|---|---|---|
| No client selected. | ||||||||||