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Help Center
New Releases
Getting Started
Dashboard & Navigation
Business
Life Policies
Annuities
Trusts
Contract Details
People
Owners
Agents
Reports
Servicing
Policy Review
Document Requests
Portfolios
Document Processing
PolicyGuard
Data Management & Analytics
Data Feeds
Analytics
Reminders and Notifications
User Settings & Management
Step-by-Step
In-depth
New Releases
Video Tutorials
Administration
Release 2.4.9
Available for users on 7/23/2024
Release Item
Details
Insured Contacts
Greater visibility into your insureds with the
ability search and create reports
on insureds contacts.
Easier management of insureds with
new contact records
shared across policies.
For more information:
Insured Contacts