Show Terminated Policies
Overview
Use the Show Terminated Policies toggle to keep your Client, Agent, and Carrier list views clean and focused on active business.
🛠️ Benefits
- Clean Lists: Reduces scrolling by removing inactive records from your primary views.
- Easy Recovery: One click brings all historical and terminated data back into view.
💡 Best Practices
- ✅ Daily Workflow: Toggle terminated policies "Off" to prevent accidental selection of inactive accounts.
- ✅ Auditing: Toggle them "On" when running year-end reports or performing historical audits.