Add a policy from the Policy Portfolio and record its carrier, policy number, insured person, premium structure, issue date, and other contract details. You can enter the information manually or use the available document-assisted setup flow.
After Adding a Policy
- Add a current snapshot so Actual cash value, loan balance, death benefit, and Net CV appear
- Review the policy workspace for Overview, Premium Schedule, Ledger, Loans, and Analytics
- Set the policy status when it becomes paused, archived, converted, surrendered, or lapsed
- Starter supports one policy; Builder Pro supports an unlimited policy inventory
Deleting a Policy
Deletion from the policy workspace is permanent and removes the policy and related records shown in the confirmation dialog. Use a non-active status instead when you need to retain the record. Older policies deleted under the previous soft-delete flow may remain restorable from Recently Deleted for 30 days.