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

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.

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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:

  • 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.

  • 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.

  • 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.

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