Tips for Issuing Policies
- Always confirm premium and policy data match carrier records.
- Use proper document categorization for seamless delivery.
- Introduction
- Login and Profile Management
- Navigation and Menu Options
- Search and Locate
- Policy Management
- Workflows and Task Management
- Accounting Integration
- Document Management
- Policy Servicing and Corrections
- Glossary
- Brokerage Work Flow
- Clearing and Entering a Submission
- Declining a Submission
- Closing a Submission
- Quoting
- Binding a Quote
- Issuing the Binder
- Attaching the Policy
- Creating an Endorsement
- Processing a Notice of Cancellation
- Processing a Notice of Reinstatement
- Cancelling a Policy
- Reinstating a Policy
- LPR Request
- Closing Renewal/Marking policy as Non-Renewed
- Audits
- Claims
- Inspections
- Processing Loss Runs
- Updating the Agent of Record / Broker of Record
- Tasks
- Auto-Renewals
- Binding Work Flow
- Clearing and Entering a Submission
- Declining a Submission
- Closing a Submission
- Quoting
- Binding a Quote
- Issuing the Policy
- Endorsements
- Processing a Notice of Cancellation
- Processing a Notice of Reinstatement
- Cancellation Endorsements
- Reinstatement Endorsements
- Renewals
- Closing Renewal/Marking policy as Non-Renewed
- Audits
- Claims
- Inspections
- Processing Loss Runs
- Updating the Agent of Record / Broker of Record
- Tasks
- Reporting Module
- Administrator Notes
- Workflow Statuses
- Inspection and Recommendations
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