Difference between revisions of "Training 3: Entering Policy Information"
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*[http://www.agencysystems.com/legacy-knowledgebase/item/179 How to Renew a Policy] | *[http://www.agencysystems.com/legacy-knowledgebase/item/179 How to Renew a Policy] | ||
*[http://www.agencysystems.com/legacy-knowledgebase/item/173 How to Rewrite a Policy] | *[http://www.agencysystems.com/legacy-knowledgebase/item/173 How to Rewrite a Policy] | ||
| + | *[http://www.agencysystems.com/legacy-knowledgebase/item/251-how-to-convert-quote-to-a-policy How to Convert a Quote to a Policy] | ||
*[[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 20:06, 6 November 2014
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Visit: My Newton Campus - Getting Started
Policy Tasks
- How to Cancel a Policy
- How to Endorse a Policy
- How to Renew a Policy
- How to Rewrite a Policy
- How to Convert a Quote to a Policy
- Insert an Audit Transaction or Prior Term Endorsement
- Move A Policy To Another Client
