Difference between revisions of "Training 3: Entering Policy Information"
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'''[http://mynewtoncampus.com/getting-started/ Visit: My Newton Campus - Getting Started]''' | '''[http://mynewtoncampus.com/getting-started/ Visit: My Newton Campus - Getting Started]''' | ||
==== Policy Tasks ==== | ==== Policy Tasks ==== | ||
| − | [ | + | [[media:Policy - Create a Policy.pdf|How to Create a Policy.pdf]] |
| − | *[ | + | *[[media:Policy_-_Cancel_a_Policy.pdf|How to Cancel a Policy.pdf]] |
| − | *[ | + | *[[media:Policy_-_Endorse_a_Policy.pdf|How to Endorse a Policy.pdf]] |
| − | *[ | + | *[[media:Policy_-_Renew_a_Policy.pdf|How to Renew a Policy.pdf]] |
| − | *[ | + | *[[media:Policy_-_Rewrite_a_Policy.pdf|How to Rewrite a Policy.pdf]] |
| − | *[ | + | *[[media:Policy_-_Convert_Quote_to_a_Policy.pdf|How to Convert a Quote to a Policy.pdf]] |
*[[Insert an Audit Transaction or Prior Term Endorsement]] | *[[Insert an Audit Transaction or Prior Term Endorsement]] | ||
*[[Move A Policy To Another Client]] | *[[Move A Policy To Another Client]] | ||
Revision as of 19:12, 22 January 2015
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Visit: My Newton Campus - Getting Started
Policy Tasks
- How to Cancel a Policy.pdf
- How to Endorse a Policy.pdf
- How to Renew a Policy.pdf
- How to Rewrite a Policy.pdf
- How to Convert a Quote to a Policy.pdf
- Insert an Audit Transaction or Prior Term Endorsement
- Move A Policy To Another Client
