Difference between revisions of "Training 3: Entering Policy Information"
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==== Policy Tasks ==== | ==== Policy Tasks ==== | ||
[[Policy: Create A Policy]] | [[Policy: Create A Policy]] | ||
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| − | |||
[[Policy Express]] | [[Policy Express]] | ||
*[[Policy: Change A Policy Number]] | *[[Policy: Change A Policy Number]] | ||
| + | *[[Policy: Convert A Quote To A Policy]] | ||
*[[Policy: Move A Policy To Another Client]] | *[[Policy: Move A Policy To Another Client]] | ||
*[[media:Policy_-_Cancel_a_Policy.pdf|How to Cancel a Policy.pdf]] | *[[media:Policy_-_Cancel_a_Policy.pdf|How to Cancel a Policy.pdf]] | ||
| Line 44: | Line 43: | ||
*[[media:Policy_-_Renew_a_Policy.pdf|How to Renew 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_-_Rewrite_a_Policy.pdf|How to Rewrite a Policy.pdf]] | ||
| − | |||
*[[Insert an Audit Transaction or Prior Term Endorsement]] | *[[Insert an Audit Transaction or Prior Term Endorsement]] | ||
[[Claims]] | [[Claims]] | ||
| + | |||
| + | [[Invoice: Create An Invoice]] | ||
==== Wiki Categories ==== | ==== Wiki Categories ==== | ||
Revision as of 20:00, 29 July 2016
| Related Pages |
| Related Categories |
Policy Tasks
- Policy: Change A Policy Number
- Policy: Convert A Quote To A Policy
- Policy: Move A Policy To Another Client
- How to Cancel a Policy.pdf
- How to Endorse a Policy.pdf
- How to Renew a Policy.pdf
- How to Rewrite a Policy.pdf
- Insert an Audit Transaction or Prior Term Endorsement
