A deleted policy is 1 that has been removed from a customer's profile but can still be viewed in the Policy Management tool for agent's reference. An effective policy is 1 that is incepted and in force. Expired policies are ones that have lapsed. my-insurer do not shoe expired policies in the client's mobile app. Agents can refer to expired policies in the Policy Management tool.
Under "Status", what does it mean when a policy is "deleted"/"effective"/"expired"? Print
Created by: Regine Lai
Modified on: Tue, 12 Feb, 2019 at 1:22 PM
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