Category:Policy Tasks
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A list of common processes for updating or changing a policy within Newton, commonly from the Policy Dashboard.
See: Training 3: Entering Policy Information for more information.
Pages in category "Policy Tasks"
The following 13 pages are in this category, out of 13 total.
P
- Policy & Billing
- Policy Dashboard
- Policy: Cancel A Policy
- Policy: Change A Policy Number
- Policy: Convert A Quote To A Policy
- Policy: Create A Policy
- Policy: Endorse A Policy
- Policy: Insert An Audit Transaction Or Prior Term Endorsement
- Policy: Move A Policy To Another Client
- Policy: Reinstate A Policy
- Policy: Renew A Policy
- Policy: Rewrite A Policy
