Docs · Clients & Policies

How do I add a policy to a client?

Use + Add under the client's product section, or the Add Client form for a brand-new client.

Steps

  1. Open the client and click + Add under the relevant product section.
  2. Fill Carrier, Policy Number, Policy Type, Effective Date, Premium, Premium Frequency (Monthly / Annual), and Draft Day of Month.
  3. Optionally upload the policy PDF — it auto-scans to fill the fields.
  4. Click Add Policy. New policies save as Active.

Premium Frequency matters for the Scoreboard: monthly premiums are annualized (×12). Sale Date is only captured in the conversion flow — policies added directly fall back to today's date for ranking.

Where this lives in the app

Open this screenOpens in the app

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