Policy book
When a deal is won it becomes a policy in your book. The policy book is the running record of live cover across all your clients.
Each policy carries the insurer, the line, the premium and the renewal date. Keeping it current means renewals never take you by surprise and you always know the value of the book you have built.
How to use it
- Record the premium and renewal date when a policy goes live.
- Sort by renewal to see what is coming up and reach out in good time.
- Open a policy to jump back to the client behind it.
Try it in your own workspace
Create a free account and use Policy book with your own clients.
Get started free See it in the manual