Difference between revisions of "Training 3: Entering Policy Information"
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*[[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]] | ||
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| + | [[Claims]] | ||
==== Wiki Categories ==== | ==== Wiki Categories ==== | ||
Revision as of 22:34, 11 November 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
