Organized dashboard views for users and managers allow for a single-click option to work policies based on expiration dates, omitting the need to run reports and manually work these.

• View policy expirations that are 30, 60, 90, and 120 days out.
• Single-click from the user dashboard directly into the policy.
• Renew policies to Quotes or Submissions for Re-marketing without re-keying in policy details.