Menu Overview

The left-side navigation menu provides access to key features:

Menu Option	Purpose
Home	Resets the screen to the default dashboard.
Find	Locate insureds, agencies, carriers, or claims.
Create	Start workflows such as Submissions, Endorsements, and Cancellations.
Queue Tools	Access stale submissions, system tools, and reports.
Reports	Generate premium, activity, and custom reports.
Documents	Upload, view, and manage attachments.