> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aiinsurance.io/llms.txt
> Use this file to discover all available pages before exploring further.

# View Insured

Navigate to the **Insureds** page by clicking the **Insureds** tab on the sidebar, to see all the insureds in your organization.

<img src="https://mintlify.s3.us-west-1.amazonaws.com/aiinsurance-1ef97d09/policing/insured-management/images/view-insureds-insured-sidebar.png" alt="" />

You’ll see a list of all insureds. You can search for specific insureds using the search bar at the top. Additionally, you can sort the list by: **Alphabetical**, **Last Updated**, and **Days Until Renewal**. You can also filter the insureds using various filters, such as:

* **Insured Status**: Filter by status, such as **Active** or **Inactive**.
* **Relationship Type**: Filter by the insured’s relationship to policies, such as **Primary**, **Named**, **Additional**, or **Related Entity**.
* **Policy Number**: Find insureds whose policy numbers **Match**, **Contain**, or **Do Not Contain** a specific value.
* **Join Date**: Filter insureds who joined **On**, **Before**, or **After** a specific date.
* **Termination Date**: Filter insured whose policies ended **On**, **Before**, or **After** a specific date.

## View an Insured

To view detailed information about a specific insured on the platform, search the list of insureds and click on the desired insured to open their profile page. This page includes the following tabs:

<img src="https://mintlify.s3.us-west-1.amazonaws.com/aiinsurance-1ef97d09/policing/insured-management/images/view-insureds-summary-page.png" alt="" />

* **Summary**: Displays key details about the insured, such as addresses, license numbers, and specialties.
* **Policies**: Lists all of the active and inactive policies that the insured has ever been attached to.
* **Files**: Lets you upload files related to the insured, such as applications, resumes, or loss run reports. Learn more about files from the official [Files documentation](/platform/components/files).
* **Events**: Shows all events, including claims and incidents, that the insured has been involved in.
* **Notes**: Contains user-entered notes about the insured. Learn more about note taking for insureds in the [Notes documentation](/platform/components/notes).
* **Activities**: Tracks every action related to the insured, such as: Editing insured information, adding notes, uploading or downloading files, and adding the insured to policies. Learn more about an entity’s activity in the official [Activity Feed documentation](/platform/components/activity-feed).

  Each activity is time-stamped and records the identity of the user who made the change, providing a complete history of updates.
