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]] | ||
Revision as of 21:01, 11 April 2016
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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