Navigating Policies and Policy Holders

1. Log in to Socotra Connected Core

   

2. Click Search or type /

   

3. Search by policy number, policyholder, or field values

   

4. Click the policy you want to access

   

5. To go home, click Home or click on the Socotra logo

6. Click Search or type /

7. Type the name of a policyholder

8. Search by policy number, policyholder, or field values

   

9. Click the policyholder you want to access

10. To view a policyholder’s policies, Click Policies

    

11. Select a policy from the list

12. To go back to the policyholder from a policy page, click the Policyholder breadcrumb