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Overview

The Insureds page allows you to view and manage all insured entities within your organization. With built-in filtering and sorting tools, you can quickly find specific records based on status, relationship type, dates, and more—making it easy to stay organized and efficient.

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How to access the Insured Filters

Follow these steps to find and use the filtering options on the Insureds page:
  1. On the left-hand sidebar, locate and click on the Insureds section. locate-insured.png
  2. This will bring you to the Insureds page, where you can view all existing insured entries. view-insured.png
  3. To filter the list, click on the Add Filters icon located near the top of the page. add-filter.png
  4. A dropdown menu will appear with filter options such as Insured Status, Relationship Type, Policy Number, Join Date, and Termination Date.
    Available filters include:
    • Insured Status: This filter lets you view insureds based on their current status. Options include: Active and Inactive.
    • Relationship Type: This filter helps categorize insureds by their relationship to the policy. Options include: Primary, Named, Additional, and Related Entity.
    • Policy Number: This filter allows you to find insureds by a specific policy number. You can choose from the following conditions: Matches, Contains, or Does not Contain.
    • Join Date: Use this filter to narrow down insureds based on when they were added. Options include: On, Before, or After a selected date.
    • Termination Date: This filter works the same way as Join Date, allowing you to filter by On, Before, or After a specified termination date.
  5. Select your desired filter, configure the conditions, and click Add Filter to apply it. locate-insured.png
After you click Add Filter, the insureds list will automatically update to show only the entries that match your selected criteria.

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Sort filters

On this page, you will see a list of all your insureds. You can search through them using the search bar at the top of the page. You can also sort the insureds by:
  • Alphabetical: Sorts insureds by name from A to Z.
  • Last updated (default): Organizes entries based on the most recent changes made.
  • Days until renewal: Sorts entries based on how soon each insured’s associated policy is up for renewal. sort-insured.png
Together, the filter and sort features make it easy to navigate large lists of insureds, helping you quickly find and organize the information most relevant to your workflow.