Checking for Policy Balances for a quick overview of a policy transaction history:

1. Pull up your customer.
2. From your customer's Policy Summary Screen, click on the Policy Balance button at the bottom of the screen.
3. This Policy Balance screen shows:
   • Initial Premium
   • All Payments
   • Any Endorsements
   • Any Cancellations and Reinstatements
4. You can also print an invoice from this screen.
5. Click on the Close button to exit this screen