Policy Management gives you access to:
- Policy Snapshot – enrollments by status to help with client follow-up
- Benefit Summary – highlight of benefits at time of client’s enrollment, so agents can help their client with questions about benefits or coverage
- Enrollment History – client’s plan history to more easily discuss changing benefit needs over time
- Task List – quickly see and jump to time-sensitive actions for your Contacts, including SOA 48-hr rule, unlinked calls and policies and reminders so you’ll never miss an opportunity