top of page
gray-abstract-wireframe-technology-background.jpg

Segmenting Your In Force Life Book

  • Prioritize the most important clients and policies

  • Create more manageable list sizes for deeper analysis

  • Focus or assignment of different segments to sales or support staff members

SEGMENT YOUR BOOK TO CREATE CUSTOM LISTS

Use the policy grid to create custom lists.

  • Access the policy grid, segment the policies based on specific preferences including policies, policy status, products, Carriers, etc. 
     

  • Sort using column headers
     

  • Add/hide columns using the Settings icon
     

  • Save segmented policies as lists

Segmentation 1.png
Segment Your Book

PRE-DEFINED LISTS

Pre-defined lists can be accessed using the Insights link on the left menu bar.

Clicking on the blue values will open up the lists where you can view details. 

INSIGHTS.png
Pre-Defined Lists

LISTS

Lists are manually created groupings of records with similar attributes created by users and can be managed from the Lists link located on the left menu bar.

  • Use the column headers to sort the list. The list values will first sort in ascending order. Clicking on the headers the second time will sort the values in descending order. 
     

  • There are 2 types of lists:
       i)
    Policy Lists: these are lists of individual in force
          policies,

      ii)
    Client Lists: these are lists of individual clients or
          Policy Owners


     

  • Different types of lists will have different attributes and columns of data.

Segmentation - lists.png
sales opps - list details 2.png
Lists

LIST MANAGEMENT

Segmentation - lists2.png

Lists can be renamed or deleted using the kebab menu under the Action column (located on the right)

 

Lists are static as of the date created unless edited manually by the user.

List Management

Click on the List Name to view details.

Segmentation - lists 3.png

ADDING A NEW RECORD TO AN EXISTING LIST

  • To add a new record to the list select Add Record and search for the record that you would like to add. 

 

  • If adding a record to a Policy list,  you can search for the new record using the policy number

 

  • If adding a record to a Client list,  you can search for the new record  using the client name

 

Segmenation - list 4.png

DELETING A RECORD FROM AN EXISTING LIST

To remove a record from a list select the record or records by checking the box to the left of the name and click on Remove Record(s)

Segmentation - List 5.png

DOWNLOADING A LIST INTO A .CSV

To download a the complete list into a .csv, click on the list name and then click on Download Full List

The downloaded .csv file will appear in your Downloads folder on your computer. 

Segmentation - lists 6.png
Adding a New Record
Deleting a Record
Downloading a list into .csv
bottom of page