Policies
Use this topic for manage insurance policy records.
Before you start
- Use the correct company and an active account with permission for this workflow.
Where to go
Workspace → Policies
Audience
Business owners and policy administrators.
Permissions
- Only business owners and authorized policy administrators may manage this view.
Actions
- Create policy
- Use Create policy to support manage insurance policy records.
- Update policy
- Use Update policy to support manage insurance policy records.
Statuses
- Draft
- The record is currently draft.
- Active
- The record is currently active.
- Expired
- The record is currently expired.
- Cancelled
- The record is currently cancelled.
Workflow
- Open Policies.
- Review the record and its current status.
- Choose Create policy and confirm the result.
Expected outcome
Read the current saved state in the workspace after the permitted action; Help does not perform or verify the action.
Troubleshooting
- A policy cannot become active
- Verify its dates, holder, coverage, and required documents