- Edit a policyholder's information
- Manage beneficiaries on a policy
- Cancel a policy
- Create a refund request
- Issue a new policy
- Issue a policy from an existing application
- Requote an application
- Edit a policyholder’s information
- Reactivate a policy
- Add a beneficiary to a policy
- Remove a beneficiary from a policy
- Add members to a group policy
- Update members on a group policy
- Remove members from a group policy
- Cancel pending payments on a policy
- Enable address autocompletion
- Upload documents to a policy
- Submit an ad hoc collection request
- Create a note on a policy
- View the activity log on a policy
- Manage custom views on the dashboard
- View or download uploaded documents
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