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

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(Redirected page to Newton User Guide#Policy)
 
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[[Category:Training Guides]]
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#REDIRECT [[Newton_User_Guide#Policy]]
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    <td>Related Pages</td>
 
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<tr>
 
<td>
 
<ul>
 
<li>[[Training 1: Newton Interface Overview]]</li>
 
<li>[[Training 2: Setting Up Your Agency]]</li>
 
<li>[[Training 3: Entering Policy Information]]</li>
 
<li>[[Training 4: ACORD Forms]]</li>
 
<li>[[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]]</li>
 
<li>[[Training 6: Accounting]]</li>
 
<li>[[Training 7: Management]]</li>
 
</ul>
 
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</tr>
 
 
 
<tr style="background-color: #d3d3d3; text-align: center; ">
 
    <td>Related Categories</td>
 
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<tr>
 
<td>
 
<ul>
 
<li>[[:Category:Training Guides|Training Guides]]</li>
 
</ul>
 
</td>
 
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</table>
 
 
 
==== Policy Tasks ====
 
[[Policy: Create A Policy]]
 
 
 
[[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_-_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]]
 
*[[Insert an Audit Transaction or Prior Term Endorsement]]
 
 
 
[[Claims]]
 
 
 
[[Invoice: Create An Invoice]]
 
 
 
==== Wiki Categories ====
 
[[:Category:Policy Tasks|Policy Tasks]]
 
 
 
[[:Category:Download|Download Integration]]
 

Latest revision as of 20:32, 6 September 2017