Last updated: 2025-12-02

SmartPolicies - Viewing and Managing Policies

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The link for this help topic is:

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After [searching

for a policy](/help/pro/smartpolicies/-/searching/for/policies), the user can view and manage the policy by accessing

Select the name of a content link below for more information.

[Basic

Information](/help/pro/smartpolicies/-/basic/information/content/link)

[Related

Policies](/help/pro/smartpolicies/-/related/policies/content/link) (multi-life policies only)

[Policy

Transactions](/help/pro/smartpolicies/-/policy/transactions/content/link)

[Additional

Information](/help/pro/smartpolicies/-/additional/information/content/link) (annuity policies only)

(auto policies only)

[Subaccounts/Indexed

Account](/help/pro/smartpolicies/-/subaccounts/content/link) (variable life/annuity policies only)

[Policy

Claims](/help/pro/smartpolicies/-/policy/claims/content/link) (umbrella, homeowner and auto policies only)

[Additional

Properties/Articles](/help/pro/smartpolicies/-/additional/properties/articles/content/link) (homeowner policies only)

[POS

(Policy Owner Service)](/help/pro/smartpolicies/-/pos/(policy/owner/service)/content/link)

[Policy

Custom](/help/pro/smartpolicies/-/policy/custom/content/link)

[Additional

Info](/help/pro/smartpolicies/-/additional/info/content/link)

Carrier Interface (see the

topic in the SmartCommissions section)

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