Difference between revisions of "Training 3: Entering Policy Information"

	Related Pages
	Training 1: Newton Interface Overview; Training 2: Setting Up Your Agency; Training 3: Entering Policy Information; Training 4: ACORD Forms; Training 5: Email, Diary, Activity, Client Notes & Memo Writer; Training 6: Accounting; Training 7: Management;
	Related Categories
	Training Guides;

Revision as of 18:46, 31 October 2016

@@ Line 36: / Line 36: @@
 [[Policy Express]]
+*[[Policy: Cancel A Policy]] - ([[Create and Process Return Premium Invoice Due to Cancellation or Endorsement]])
 *[[Policy: Change A Policy Number]]
 *[[Policy: Convert A Quote To A Policy]]
 *[[Policy: Move A Policy To Another Client]]
-*[[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]]