My Summary

General use

The screen serves as your "to do" list. It displays your:

  • Activities
  • Submissions
  • Renewals
  • Change Requests

It is meant for underwriters, but it appears the same for all users, and serves as a hub for work - you can keep coming back to it throughout your day.

How to access

It appears when you log onto PolicyCenter, unless you have a different screen configured as your starting location.

You can also access it by clicking Desktop in the top menu.