Policy tab

Like the Account tab, the Policy tab remembers the last few policies you worked on. Clicking on Policy takes you directly to the policy file for the last policy you worked on. The policy file includes both the policy contract information and the policy tools information. The policy contract describes what the policy covers. The policy tools provide supporting information about the work done on the policy, such as notes, documents, workplan, and risk analysis.

You can also do the following:

  • Create a submission.
  • Find a submission or policy.

To learn about the policy file, see Policies.

For information about setting the number of recent policies and policy transactions that PolicyCenter displays on the Policy tab, see Setting preferences.