Access your "Policyholder Page" using the side navigation bar of your dashboard. The image below shows an example of where you will click to access your policyholders.
After accessing the policyholder page, you will find quick filters to your left. Selecting it will affect which policyholder appears on your table.
You can filter your policyholders by the following statuses:
Failed Payments
Pending E-Sign
Upcoming Renewals
Upcoming Monthly Payments
Canceled Policies
All Policyholders (Default)
Owners or admins can see all of the agency's policyholders, while agents within that agency can view only their policyholders and multi-property policyholders (learn more about multi-property)
The image below shows what the filter of the policyholders page looks like:
Policyholder Table
The Policyholder Table is located at the bottom right of the page, as shown in the image below.
This table allows you to quickly view, filter, and manage your policyholders. It includes the following information:
The policyholder's agent
Policyholder's email
Policyholder's name
Policy Type
Policy Status
Policy Effective Date (learn more about policy dates)
Policy Expiration Date (learn more about policy dates)
E-Signature
Policyholder Address
Total Premium
Coverage Limit
Payment Period
Next Payment Date
💡 Use the search bar at the top of the table to quickly find the policyholder you’re looking for.
For guidance on editing or downloading policyholder information, see the "Policyholder Details" guide.