Steps to Issue In-House Policies

  1. Go to the Issuance Queue.
Issuance Queue
  1. Open the policy for issuance.
  2. Verify and update:
    • Effective and Expiration Dates
    • Policy terms and conditions
  3. Generate the policy document using system tools.
  4. Attach the final document and categorize appropriately.
  5. Commit the policy and send to the agent/broker.