The Policy Snapshot is a quick way to produce a summary of any policy in your Proformex Platform. Read on for frequently asked questions on the Snapshot.
What is the Snapshot?
The Snapshot is a pdf showing policy details and contacts which have been provided for a policy.
What information is in the Snapshot?
It depends on how much information has been entered for the policy. When provided in the Policy Information section of the policy detail page, the Snapshot will show the basic policy details, premium information, the policy's initial values, policy contacts and a firm disclosure.
If information is not available, it is not on the Snapshot.
How can I generate the Snapshot?
Click the 'Take Snapshot' button on the top right from any section of the policy's detail page.
How is a Snapshot different than a Policy Review?
Any time you generate a Policy Review, the Review is automatically saved in the policy Documents section. Snapshots are not automatically saved.
The layout of the Snapshot cannot be adjusted, while the layout and structure of the Policy Review can be adjusted by the Account Admin when they create Review templates.
The Snapshot does not contain sections for Contract or Product Alternatives- the only way to add information to the Snapshot is to add data into the Policy Information.
How will I use the Snapshot?
The Snapshot is produced with one click, so it is a very fast way to produce a synopsis of a policy, without having to set up a Review for a policy, so we think you will use it most when you want to give Owners or the Insureds a quick summary of their policy.
We love hearing your feedback- please reach out to your Customer Success Manager and let them know how you are using the Snapshot!