SEGMENT YOUR BOOK TO CREATE CUSTOM LISTS
Use the policy grid to create custom lists.
-
Access the policy grid, and segment the policies based on specific preferences including policies, policy status, products, Carriers, etc.
-
Sort using column headers
-
Add/hide columns using the Settings icon
-
Save segmented policies as lists
PRE-DEFINED LISTS
Pre-defined lists can be accessed using the Insights link on the left menu bar.
Clicking on the blue values will open up the lists where you can view details.
LISTS
Lists are manually created groupings of records with similar attributes created by users and can be managed from the Lists link located on the left menu bar.
-
Use the column headers to sort the list. The list values will first sort in ascending order. Clicking on the headers the second time will sort the values in descending order.
-
There are 2 types of lists:
i) Policy Lists: these are lists of individual in force
policies,
ii) Client Lists: these are lists of individual clients or
Policy Owners
-
Different types of lists will have different attributes and columns of data.
LIST MANAGEMENT
Lists can be renamed or deleted using the kebab menu under the Action column (located on the right)
Lists are static as of the date created unless edited manually by the user.
Click on the List Name to view details.
ADDING A NEW RECORD TO AN EXISTING LIST
-
To add a new record to the list select Add Record and search for the record that you would like to add.
-
If adding a record to a Policy list, you can search for the new record using the policy number
-
If adding a record to a Client list, you can search for the new record using the client name
DELETING A RECORD FROM AN EXISTING LIST
To remove a record from a list select the record or records by checking the box to the left of the name and click on Remove Record(s)
DOWNLOADING A LIST INTO A .CSV
To download a complete list into a .csv, click on the list name and then click on Download Full List
The downloaded .csv file will appear in your Downloads folder on your computer.
