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Solution home ARIS - General Opportunity Buttons

Viewing Policy Anniversary Print

Created by: Russell Van Curen

Modified on: Fri, 31 Jul, 2020 at 10:17 AM



  1. On your homepage, find the “Policy Anniversary” box under Opportunities
  2. Click the blue number next to “Total” to view which clients have a policy that will have an anniversary in the next 30 days. 

See the ARIS Training Manual for more information: p. 5

https://myarisagent.com/uploads/documents/ARIS_System_Manual_v4.pdf#page=8 



R
Russell is the author of this solution article.

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