Export policy comparison to Excel
What’s new: you can stop manually compiling policy review gr...
What’s new: The new and improved policy info page provides richer insights and sets the stage for an enhanced Leopard experience overall.
The Policy Info page is about to become the center of the Leopard experience. The new and improved page is modularized and has sections for Opportunities, Policy Information, Policyholder data, and a copy of the policy itself. More data is extracted from policies with this new page, including whether or not a policy is in force or has lapsed. Users can edit data as needed and even upload newer policies if a policy is replaced, enabling full lifecycle tracking of coverage.