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05. All contracts

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Here is the detailed procedure for viewing and filtering all your policies (in-force, pending or expired policies) in the Centralize platform.

Objective

Access a consolidated view of all your insurance and investment contracts, and use advanced filtering tools to ensure rigorous follow-up of active or declined files.

Step 1: Access the Global List

  1. On your dashboard, look for the Contracts icon  (representing all of your policies).
  2. Click on this icon to open the full list.
    • Classification logic: By default, contracts are sorted alphabetically by institution and then by customer name.
    • Note: The initial triage criterion is not the effective date, but the date the file arrived in the insurer’s system.

Step 2: Using filters by Insurer and Date of Entry

To isolate specific cases from a large volume of contracts:

  1. Open the Filtering menu.
  2. By Insurer: Select a specific insurer (e.g. Beneva) and click on Update.
  3. By Effective Date: * Set a start date and an end date.
    • Click the refresh button to see the contracts signed during that specific time period.

Step 3: Follow-up of expired or refused contracts

It is strategic to monitor contracts that are no longer active to identify recovery opportunities:

  1. Use the Contract End Date filter.
  2. Select a past period (e.g. since the beginning of 2025).
  3. Analysis of results: This list includes the following cases:
    • Refused by the insurer or by the customer.
    • Deferred or due.
    • 💡 Tip: Check the insurer’s ratings. A refusal may be accompanied by a condition of reassessment (e.g. after a specific medical examination). This allows you to schedule an appropriate follow-up with your customer.

Step 4: Filter by Contract Type

You can segment your view according to the nature of the products:

  1. Select the Contract type criterion.
  2. Choose the category you want: Accident Insurance, Mortgage Insurance, Universal Life, or Segregated Funds (TFSAs, etc.).
  3. Click refresh to get a consistent list.

Step 5: Resetting the view

  • To get back to the full list, simply remove the active filters and click the refresh button again.

💡 Helpful tip: Use the “End date” filter regularly to identify rejected applications. This is a great way to demonstrate your proactivity by calling a client back when a counter-offer or reassessment becomes possible based on the insurer’s ratings.