SmartPolicies - Introduction

The SmartPolicies module tracks key information about individual insurance policies. The module manages many policy types, including life, disability, annuity, long term care, medical, homeowner, auto and umbrella.

Note: For group policy management, see SmartBenefits.

SmartPolicies tracks information such as premiums, basic face amount, net death benefit, cash value and policy relationships.

Watch related training movies: SmartPolicies Course.

Select a topic below for more information:

• Business Logic and Workflow
• User Setup

• Searching for Policies
• Viewing and Managing Policies

• Creating and Deleting Policies
• Merging Policies

• Life Policy Calculations
• Premium Values and Rounding

• Policy Import
• Rider Import

• Other Policy Management Features

In addition to the topics covered above, SmartPolicies users should familiarize themselves with the Advisors/Agencies module, Insurance Carriers, Products and the sections of Policy/Case Setup related to policy owner service (POS) requirements, stage-status relationships and agency manager setup.