Why can’t I see any policies on the Client Screen?

So you go to your clients profile and you know they have policies.  Maybe its an auto or a homeowners or even a commercial policy, but you can’t see it on the tab.

It could be that you accidentally marked all the generations prior and that’s why nothing shows up.  Only active or cancelled generations of a policy show up on the front screen.

Let me help you fix the issue

Step 1:  Go to the clients profile and click ‘Policy List’ (this will be a button right under the policy section)

Step 2:  Find the generation that you know should be active, highlight the line and click ‘Go To Policy’

Step 3:  Make the policy “Active”

Once you do that it should reappear in the policy section of your clients profile.

Please click here if this helped you.
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Category: Policies

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