On the main homepage, there is added functionality to search by policy number.
Here, you will be able to search for a specific policy by number or client name by typing the information into the box.
You can also add additional columns to the policy display to show the information that is most important to you. This information will persist if you log out and log back in, so it can be customized to fit your needs.
From this display, you can also show all active policies, or ones that that are set to expire in 120, 90, 60, 30 or 7 days. Please note: policies that are not active (either expired or pre-effective date) will not show up here.
You can also export this information into excel for easy sorting/filtering.