> ## Documentation Index > Fetch the complete documentation index at: https://docs.go.aiinsurance.io/llms.txt > Use this file to discover all available pages before exploring further. # Policies > The policies list and its as-of date lens, the policy detail tabs, the activity timeline, endorsement history, renewal chains, the bordereau export, and every policy action. The **Policies** area is where your bound book of business lives. Every [policy](/entities/policy) here started life as a quote that was bound — there is no way to create a policy directly. Open the area from the **Policies** entry in the sidebar. This page is the reference for everything in the Policies area. For end-to-end walkthroughs, see [Binding a quote](/app/workflows/binding) (how a policy comes to exist) and [Servicing a policy](/app/workflows/servicing-policies) (endorsing, renewing, cancelling, reinstating). A policy is **dated data**: every change to it — the original binding, each endorsement, a cancellation, a reinstatement — is recorded as a dated transaction, and the policy's field values can differ from one date to the next within the term. Much of this page (the as-of lens, the timeline, endorsement history, the activity log) exists to let you see the policy as it stood on any date. ## The policies list The list shows one row per policy in your book. The Policies list page showing a table of policies with Policy Number, Status, Start Date, and End Date columns, a View as of date field next to the Add Filters button, and Edit Columns, Export Bordereau, and Export Policies buttons at the top right. * **Columns** — the default columns are *Policy Number* (always shown, pinned first), *Status*, *Start Date*, and *End Date*, plus two system date columns: **Policy Created** (when the policy was bound) and **Version Created** (when its latest change was filed). **Edit Columns** adds, removes, and reorders columns — any policy field configured for your company can be shown. * **Sorting** — sort by **Policy Created** or **Version Created** to order the whole book; the default order is newest version first. * **Filters** — **Add Filters** builds filters on any column; active filters show as pills. Your filter also travels with you into the [exports](#exporting-policies) so the exported set matches what's on screen. * **Pagination** — the list pages at 50 policies per page. * **Opening a policy** — click a row to open that policy's detail page. * **Saved views** — column and filter setups can be saved and shared; see [Exports & saved views](/app/features/exports-saved-views). ### Viewing the book as of a date The **View as of** date field in the list toolbar is an *effective-date lens*: every row shows each policy **as it stood on that date**. It defaults to today. * Pick a date and each policy's row re-resolves to the values in force on that date — status, premium, and any field an endorsement changed. Every policy stays in the list: a date before a policy's term shows its state at inception, and a date after its term shows its final state. * While viewing a date other than today, a **Today** link appears next to the field — click it (or clear the field) to reset the lens to today. * The date you pick is remembered for your browser tab, so navigating away from and back to the list keeps your view. A new tab starts at today again. * **Export Policies** carries the lens with it, so an export matches the as-of view on screen. Use the lens for point-in-time questions: "what did our book look like on January 1?", "which policies were cancelled as of quarter end?" — set the date, filter on Status, and export. ### Statuses A policy's **Status** is per-date — it's the status of the policy *on the date you're viewing*: | Status | Meaning | | ------------- | -------------------------------------------------------------------------------------------------------- | | **Active** | Coverage is in force on the viewed date. | | **Cancelled** | A cancellation is in effect on the viewed date (from the cancellation date through the end of the term). | | **Expired** | The viewed date is after the policy's term. | A mid-term cancellation means the same policy reads **Active** on dates before the cancellation date and **Cancelled** on dates after it. ## The policy detail page Opening a policy shows its detail page. The header carries the **policy number** as the title and the **Actions** menu at the top right (see [Actions](#the-actions-menu) below). If an endorsement has been started on the policy but not yet bound, a banner — *"You have an endorsement in progress."* — appears under the header with two buttons: **Continue** (opens the endorsement's draft quote to finish it) and **Discard Edits** (after a confirmation, permanently deletes the in-progress endorsement's draft quote and submission). The banner stays until the endorsement is bound or discarded. ### Tabs at a glance | Tab | What it shows | Visible when | | ------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ---------------------------- | | [Overview](#the-overview-tab) | The policy timeline, renewal links, and the policy's fields as of the viewed date. | Always | | [Activity](#the-activity-tab) | The full transaction log — every dated change ever filed on the policy. | Always | | Quotes | The quotes that reference this policy — the bound quote plus any endorsement, renewal, cancellation, or reinstatement quotes. Rows link to the quote detail pages. | Your role can view quotes | | Events | The [events](/app/features/events) (claims and incidents) filed under this policy, with search and Edit Columns. | Your role can view events | | Exposures | Every [exposure](/app/features/exposures) this policy covers or has ever covered during its term. Rows link to the exposure detail pages. | Your role can view exposures | | [Forms](/app/features/forms#the-forms-tab-on-a-policy) | The policy's document set — its own saved policy forms, the Policy and Quote forms of every quote bound into it, and packets anchored to the policy. | Your role can view forms | Switching tabs preserves the as-of date you're viewing, so the Overview lens survives a round trip through Activity. ## The Overview tab A policy's Overview tab showing the policy number header with an Actions menu, a horizontal term timeline bar with segment pills and endorsement dots, a version and segment count line, Renewed From and Renewed Into links, and read-only cards of policy fields below. ### The timeline A horizontal bar spans the policy term exactly, from the start date to the end date (both labeled beneath it): * The bar is broken into one **pill per segment** — each distinct span of the term with its own field values (a mid-term endorsement or cancellation splits the term into segments). * **Dots** mark every transaction's effective date: the inception plus each endorsement. Hover a dot for its label (*Original policy* or *Endorsement effective ‹date›*). * The **purple fill** inside the pills shows how much of the term has elapsed as of today. * Clicking the **View Endorsement History** link, any dot, or any pill opens [endorsement history](#endorsement-history). Below the timeline, a summary line shows the policy's current **version** number and how many segments it has. ### Renewal chains When the policy is part of a renewal chain, links appear under the timeline: * **Renewed From** — the expiring policy this one renewed, linked by its policy number. * **Renewed Into** — the policy (or policies) that renewed this one, most recent first. When there are several, the most recent shows with a **More…** link that expands the full list. Both directions can appear on a mid-chain policy; a policy with no renewal links shows neither. Clicking a link opens that policy's detail page, so you can walk a multi-year chain end to end. ### The policy's fields The rest of the tab is the policy's fields, laid out in cards. Which cards and fields appear depends on how your company is configured. The values shown are those of the **segment in force on the viewed date** (today by default). Unlike other records, the cards here are **read-only** — a policy is changed only through dated transactions (endorse, cancel, reinstate), never by editing a field in place. See [Servicing a policy](/app/workflows/servicing-policies). ## Endorsement history Clicking **View Endorsement History** (or any timeline dot or pill) switches the page into a full-page browse mode for the policy's endorsements: A policy in endorsement history mode showing a Viewing Endorsement History banner with an Exit button, the timeline with an enlarged selected dot, policy cards with changed fields highlighted, and a resizable right-hand rail listing endorsements by effective date with expandable field-change details. * A **"Viewing Endorsement History"** banner spans the top of the page, with an **Exit** button that returns the policy to its normal current-date view. While browsing, the policy is read-only and the Actions menu is hidden. * A **side rail** on the right lists every transaction by **effective date**, newest first — including endorsements that changed nothing on balance (a change and a same-day revert). Expanding an entry shows the transaction (filed) date and the exact **field changes** that endorsement made; the inception entry reads *Original policy terms*. The rail is resizable — drag its left edge. * **Clicking a date** (in the rail, or a dot/pill on the timeline) views the policy **as of that effective date**: the cards re-render with that date's values, the fields that endorsement changed are **highlighted**, and any rows the endorsement removed (for example, a deleted coverage) appear as ghost *Removed* entries. ## The Activity tab The Activity tab is the policy's transaction log — every dated change ever filed, newest first. A policy's Activity tab showing a list of expandable transaction rows, each with an effective date, a transaction type and version number, and who filed it and when; one row is expanded showing a table of changes and View policy as of this date and Undo this transaction buttons. Each row shows: * the **effective date** of the change, * the **transaction type** and the policy **version** it produced — types are *New Business* (the original binding), *Endorse*, *Renew*, *Cancel*, and *Reinstate*, * when it was **filed** and by whom. Expanding a row reveals the transaction's **change table** — the exact changes it recorded, per date span and field — plus two actions: * **View policy as of this date** — jumps to the Overview tab with the as-of lens set to the transaction's effective date. * **Undo this transaction** — available **only on the most recent transaction**. After a confirmation, it reverts the policy to its previous version. If later records depend on the transaction, the undo is blocked and the dialog shows the reason instead (with the confirm button disabled). Undoing a transaction removes it from the policy's history and reverts the policy to the prior version. Only the latest transaction can be undone; to change something older, file a new endorsement instead. When a policy has more transactions than the log loads at once, a note at the top says how many of the total are shown. ## The Actions menu The **Actions** menu at the top right of the detail page collects everything you can do to the policy. Options follow your **permissions** (actions your role can't perform don't appear) and the policy's **state** (Cancel and Reinstate swap based on whether a cancellation exists). While browsing endorsement history, the menu is hidden entirely. A policy detail page with the Actions menu expanded, showing Endorse, Renew, Generate Policy Form, Cancel, and Delete Policy options. ### The menu at a glance | Action | Appears on | What it does | | --------------------------------------------- | --------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------- | | [Endorse](#endorse) | All policies | Starts a mid-term change, effective over a date window you choose. | | [Renew](#renew) | All policies | Starts a renewal quote for the next term, seeded from this policy. | | [Generate Policy Form](#generate-policy-form) | All policies | Opens the policy's Generate Policy Forms surface, where you compose documents from policy form templates as of dates you choose, then save them to the policy. | | [Cancel](#cancel) | Currently **active** policies with no cancellation booked | Starts a cancellation effective on a date you choose. | | [Reinstate](#reinstate) | Policies with a cancellation (in effect or future-dated) | Voids the cancellation so coverage runs uninterrupted. | | [Delete Policy](#delete-policy) | All policies | Permanently deletes the policy (and its bound quote). | ### Endorse **Endorse** opens a dialog asking for the endorsement's **effective date** and the date its changes apply **through** — either an explicit end date or **through the end of the policy** (the default). Both dates must fall within the policy term. Confirming takes you into the endorsement flow, where you edit the policy's values and bind the change — see [Servicing a policy](/app/workflows/servicing-policies). Until that endorsement is bound or discarded, the policy shows the [endorsement-in-progress banner](#the-policy-detail-page). ### Renew **Renew** needs no dates up front — it takes you straight into a renewal quote, pre-filled from the policy's most recent values, with the new term defaulting to start where the expiring term ends (all editable in the flow). Binding the renewal creates a **new policy**, linked to this one in the [renewal chain](#renewal-chains). ### Generate Policy Form **Generate Policy Form** opens the policy's **Generate Policy Forms** surface: a full screen with an **as-of date** within the policy term, your company's policy form templates, and the forms you've composed so far. Because a policy's values vary by date, the date picks *which* values fill each form — and the same template can be composed at more than one date. **Save** attaches the finished forms to the policy, where they're listed on its [Forms tab](/app/features/forms#the-forms-tab-on-a-policy); once saved they're read-only. Same surface as the **Generate Policy Form** button on that tab. See [Generating forms](/app/features/forms#generating-on-a-policy). ### Cancel **Cancel** appears only while the policy is **currently active** and its latest version has no cancellation booked (a policy with a future-dated cancellation already pending doesn't offer a second one — reinstate first, then cancel with the new date). The dialog asks for the **cancellation date**, which must fall within the policy term; **Continue** takes you into the cancellation flow to review and bind it. Once bound, coverage ends and the policy's status reads **Cancelled** from that date through the end of the term. ### Reinstate **Reinstate** appears whenever the latest version carries a cancellation — whether it's already in effect or future-dated (reinstating during the pending window voids the cancellation before coverage ever stops). The dialog's **reinstatement date** is pre-filled with the cancellation date and locked — that's the only date that leaves no coverage gap. Reinstating voids the cancellation so coverage runs uninterrupted through the end of the term, and the premium is restored to the pre-cancellation amount. ### Delete Policy **Delete Policy** permanently deletes the policy after a confirmation — this also deletes the bound quote it came from, and it cannot be undone. If other records reference the policy, the delete is blocked and the dialog shows the reason instead (with the delete button disabled). Deletion is for policies that should never have existed (test data, a bind made in error). To end coverage on a real policy, [cancel](#cancel) it — the record, its history, and its financials all remain. ## Exporting policies Two exports are available from buttons at the top of the list: * **Export Policies** — the standard entity export: pick fields, then export to Excel, CSV, or Google Drive. It carries your current filters, sort, and **View as of** date, so the file matches the on-screen view. See [Exports & saved views](/app/features/exports-saved-views). * **Export Bordereau** — a transaction-level report, described below. ### Bordereau export **Export Bordereau** opens a dedicated page for producing a bordereau — one row per **policy transaction** (binding, endorsement, renewal, cancellation, reinstatement), the shape carriers typically require for reporting. The Export Bordereau page showing scope radio buttons for all policies versus policies matching your search, a date-range control, a column selector with the twelve default bordereau columns and additional policy fields, a saved presets dropdown, and an Export Bordereau button offering Google Drive, Excel, and CSV. * **Scope** — if you arrived with a filter active on the policies list, choose between **all** policies and only the policies **matching your search**. * **Date range** — restrict the report to transactions **filed** within a start/end date window; leave it open to include everything. * **Columns** — the default is the 12 standard bordereau columns, in order: *Policy Number, Insured Name, Transaction Action, Policy Version, Effective Date, Transaction Timestamp, Policy Start Date, Policy End Date, Created At, Created By, Policy Premium, Policy Premium Change*. You can remove or reorder any of them and add **any policy field** configured for your company as an extra column — field values are resolved per row as of each transaction's effective date. * **Presets** — save a column set as a named preset (for example, a carrier's mandated layout), share it, and set a default. If a preset references a field that no longer exists in your configuration, that column is skipped with a notice. * **Destinations** — export to **Google Drive** (as a Google Sheet), **Excel**, or **CSV**.