Policies
Policies and Excel export
Every policy in your book, with filters and an Excel download.
Policies, then Overview.- At the top: how many policies you have checked, how many expire in the next 30 days, and how many should switch.
- Type filters: All types, Health, Motor, Life, Term, Travel, Property, Fire, Marine and more.
- Tabs: All, Expiring Soon, Should Switch and Healthy.
- Each row: the customer, type, insurer, next premium date, score, a Keep or Switch recommendation, and whether the customer has viewed the shared report.
- The icons at the end of a row draft a WhatsApp message or open the policy.
Export to Excel
Press Export to Excel at the top to download your policies as a spreadsheet. Your data is yours, and you can take it out whenever you want.