Last updated: 2025-12-02
SmartPolicies - Viewing and Managing Policies
SmartPolicies - Viewing and Managing Policies
)
The link for this help topic is:
Copy
Link)
After [searching
for a policy](/help/pro/smartpolicies/-/searching/for/policies), the user can view and manage the policy by accessing
its content links.
Select the name of a content link below for more information.
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[Basic
Information](/help/pro/smartpolicies/-/basic/information/content/link)
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Related
Policies (multi-life policies only)
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[Policy
Transactions](/help/pro/smartpolicies/-/policy/transactions/content/link)
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Additional
Information (annuity policies only)
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Vehicles/Drivers
(auto policies only)
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[Subaccounts/Indexed
Account](/help/pro/smartpolicies/-/subaccounts/content/link) (variable life/annuity policies only)
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Policy
Claims (umbrella, homeowner and auto policies only)
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Additional
Properties/Articles (homeowner policies only)
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POS
(Policy Owner Service)/content/link)
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Policy
Custom
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Additional
Info
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Carrier Interface (see the
topic in the SmartCommissions section)