Keep all policies in one searchable list
Insurance Policies
Work from a single, date-based list of insurance policies with quick search and the ability to add new business from the same screen. The main table brings carriers, categories, premiums, and key dates together so teams can scan, edit where allowed, and group totals—then open detailed fields when configuration or compliance needs closer review.
filters
Find and act without leaving the page
Search across rows to find a policy quickly, use row actions for common follow-ups, and open the add flow to capture new entries.
summary
From summary grid to deeper fields
When enabled, a dedicated policy-fields section complements the table so users can move from “what’s on the books?” to “what exactly is on this record?” in the same workflow.