Policy Screen
-
Location-Building Hierarchy for New Business Quoting
-
Duplicate a Quote Option
-
Make a payment to rescind a policy pending cancellation
-
Edit system tags
-
Archive policies
-
Reinstate policies
-
Cancel policies
-
Export policies as .xml files
-
Email policy information
-
Rewrite policies
-
View policy declarations
-
View policy change notes
-
Preview and generate custom deliverables
-
Link policies