Viewing A List Of Policies

On the Main Screen, click on the Insurance Button.  You can also click on the Insurance Accordion Bar and then click "Details" at the bottom of the list.


Advisors Assistant Mobile provides access to clients' insurance policies and coverages.  Changes to policy data are done on the main desktop version.

Click to expand or collapse
Policy Listing With Some Detail

By clicking on the policy name on the left or the Icon_VewList  on the right, you can drill down and see details of the base coverage and a list of coverages.


See Also


Policy data cannot be edited from the Mobile version.