Difference between revisions of "Training 3: Entering Policy Information"
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| Line 38: | Line 38: | ||
[[Policy Express]] | [[Policy Express]] | ||
| + | *[[Policy: Change A Policy Number]] | ||
| + | *[[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]] | ||
*[[media:Policy_-_Endorse_a_Policy.pdf|How to Endorse a Policy.pdf]] | *[[media:Policy_-_Endorse_a_Policy.pdf|How to Endorse a Policy.pdf]] | ||
| Line 44: | Line 46: | ||
*[[media:Policy_-_Convert_Quote_to_a_Policy.pdf|How to Convert a Quote to a Policy.pdf]] | *[[media:Policy_-_Convert_Quote_to_a_Policy.pdf|How to Convert a Quote to a Policy.pdf]] | ||
*[[Insert an Audit Transaction or Prior Term Endorsement]] | *[[Insert an Audit Transaction or Prior Term Endorsement]] | ||
| − | |||
[[Claims]] | [[Claims]] | ||
Revision as of 17:42, 29 July 2016
| Related Pages |
| Related Categories |
Policy Tasks
- Policy: Change A Policy Number
- 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
- How to Convert a Quote to a Policy.pdf
- Insert an Audit Transaction or Prior Term Endorsement
