--- title: Policies menu pages description: You can view all the policies available to your company and insured on the Policies menu pages. --- [Skip to content](https://help.appulate.com/en/knowledge/policies-menu-pages#main-content) English Show submenu for translations ![appulatelogo-1.svg\]](https://help.appulate.com/hubfs/appulatelogo-1.svg) - [Appulate](https://appulate.com/?browse) Open main navigation Close main navigation - [Appulate](https://appulate.com/?browse) - English Show submenu for translations - [appulate.com](https://appulate.com/) [appulate.com](https://appulate.com/) Get help from Appulate team - There are no suggestions because the search field is empty. 1. [Help](https://help.appulate.com/en/knowledge?hsLang=en) 2. [Using Appulate](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en) 3. [Main pages](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#main-pages) # Policies menu pages You can view all the policies available to your company and insured on the **Policies** menu pages. - [Overview](https://help.appulate.com/en/knowledge/policies-menu-pages#overview) - [Policies' information](https://help.appulate.com/en/knowledge/policies-menu-pages#information) - [Searching, filtering, and available actions](https://help.appulate.com/en/knowledge/policies-menu-pages#search-filter-actions) [![Policies menu](https://help.appulate.com/hs-fs/hubfs/2024-03-01_14-58-28.png?width=688&height=214&name=2024-03-01_14-58-28.png)](https://help.appulate.com/hubfs/2024-03-01_14-58-28.png?hsLang=en) ### Overview The **Policies** menu pages group the policies depending on their [statuses](https://help.appulate.com/en/knowledge/statuses-in-appulate?hsLang=en): - **In Force** displays policies with the **Active Policy** status. Note: There may be more than one **Active Policy** record for an insurance line/insured combination. This is because one policy with the status **Active Policy** may be still in force while another policy prolonging it has already been issued. Its status is **Active Policy** too. All **Active Policy** records are shown on the **In Force** page even if a new quote request or policy records with a later Effective Date exist for this insurance line/insured combination. - **Terminated Policies** displays policies whose status is **Expired Policy** or **Canceled Policy**. - **To Renew** displays policies that are subject to [renewal](https://help.appulate.com/en/knowledge/renewal?hsLang=en). Their statuses are **Active Policy**, **Expired Policy**. - **All Policies** displays all available policies. Note: The **All Policies** page shows only the latest **Active Policy** record for the insurance line/insured combination, while the **In Force** page displays all **Active Policy** records for this combination. Tip: Company [Admins](https://help.appulate.com/en/knowledge/users?hsLang=en#role) can create custom Policy views in [Setup \> Settings](https://help.appulate.com/en/knowledge/settings-page?hsLang=en#customize-view).  ### Policies' information [![Columns on the Policies menu pages](https://help.appulate.com/hs-fs/hubfs/2024-03-01_14-57-46-1.png?width=688&height=167&name=2024-03-01_14-57-46-1.png)](https://help.appulate.com/hubfs/2024-03-01_14-57-46-1.png?hsLang=en) Policies' information is displayed in columns: - **Agency** (shown to markets); - **Region** (shown to markets); - **Insured**; - **St.** (State); - **Line** (Insurance line); - **Eff. Date** and **Exp. Date**; - **MGA/Wholesaler**; - **Carrier**; - **Policy number**; - [Total Premium](https://help.appulate.com/en/knowledge/new-policy-interface?hsLang=en#premium); - [Status](https://help.appulate.com/en/knowledge/statuses-in-appulate?hsLang=en) and [Substatus](https://help.appulate.com/en/knowledge/substatuses?hsLang=en); - **Producer** (shown to agencies), **Underwriter** (shown to markets), **CSR**; - **New Eff. Date** (the effective date of a [renewal](https://help.appulate.com/en/knowledge/renewal?hsLang=en) quote request prolonging this policy); - [Renewal](https://help.appulate.com/en/knowledge/renewal?hsLang=en)(an indicator of whether this policy will be renewed). ### Searching, filtering, and available actions You can search for a policy or filter all policies by interacting with the [columns](https://help.appulate.com/en/knowledge/policies-menu-pages#information). For example: - To find a policy by its policy number, type it in the **Policy number** column. - To filter policies by state, click the ![2024-03-01\_15-30-13](https://help.appulate.com/hs-fs/hubfs/2024-03-01_15-30-13.png?width=25&height=27&name=2024-03-01_15-30-13.png) icon in the **St.** column and select a state in the list. - To view all policies with a specific status, for example **Canceled**, click the ![2024-03-01\_15-30-13](https://help.appulate.com/hs-fs/hubfs/2024-03-01_15-30-13.png?width=25&height=27&name=2024-03-01_15-30-13.png) icon in the **Status** column and select **Canceled Policy**. [![Searching and filtering](https://help.appulate.com/hs-fs/hubfs/2024-03-11_19-25-23.gif?width=688&height=292&name=2024-03-11_19-25-23.gif)](https://help.appulate.com/hubfs/2024-03-11_19-25-23.gif?hsLang=en) The following actions are available: - To view all the policies you're assigned to as a Producer, Underwriter, or CSR, click **Show my only**. - To save the page's contents in a Microsoft Excel file, click **Export to Excel**. Your sorting and filtering choices will apply to the file. ![2024-03-01\_16-10-44](https://help.appulate.com/hs-fs/hubfs/2024-03-01_16-10-44.png?width=220&height=39&name=2024-03-01_16-10-44.png) - To create a new insured record, click![2024-03-01\_16-19-15](https://help.appulate.com/hs-fs/hubfs/2024-03-01_16-19-15.png?width=150&height=31&name=2024-03-01_16-19-15.png). - [Getting started](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#main-content) - [How to start](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#how-to-start) - [For agencies](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#for-agencies) - [Submissions & Quotes](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#submissions-quotes) - [Users](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#users) - [Company settings](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#company-settings) - [Additional information](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#additional-information) - [Using Appulate](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#main-content) - [Appulate functionality](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#appulate-functionality) - [Main pages](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#main-pages) - [Questionnaire & Forms](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#questionnaire-forms) - [Submissions & policies](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#submissions-policies) - [For MGAs and carriers](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#for-mgas-and-carriers) - [For agents](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#for-agents) - [Working with Insured](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#working-with-insured) - [Email Notifications](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#email-notifications) - [Notes and messages](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#notes-and-messages) - [Tools & integrations](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#main-content) - [Uplink](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#uplink) - [Weblink](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#weblink) - [AMS](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#ams) - [FAQ & troubleshooting](https://help.appulate.com/en/knowledge/faq-troubleshooting?hsLang=en#main-content) - [FAQ](https://help.appulate.com/en/knowledge/faq-troubleshooting?hsLang=en#faq) - [New features](https://help.appulate.com/en/knowledge/new-features?hsLang=en) - [AppulateConnect](https://help.appulate.com/en/knowledge/appulateconnect?hsLang=en) - [Appulate](https://appulate.com/?browse) [![Appulate Logo](https://help.appulate.com/hubfs/Blog%20SVG-1.svg "Appulate Logo")](https://blog.appulate.com/?hsLang=en) Copyright © 2026, Appulate Inc.