Classic Policies & Quotes documentation
Policy management
- View pending emails
- Delete pending emails
- Send pending emails
- Generate and send LexisNexis report
- Check for financial anti-terrorism cross-reference matches
Endorsements
Quote management
Payments
- Link policies
- Make electronic payments
- Make manual payments
- View premium records
- Write off premium
- Write off custom fees
- Navigate between policy terms
- Manage non-pays
- Edit billing dates
- Set up billing
- View the revision history of policies
- View account history
- Add check payments
- Add money order payments
- Add cash payments
- Process batch payments
- Remove payments
- Print the Deposit Receipt
- Retrieve an Electronic Payments Report
- Search for payments
- Delete payments
- Transfer payments to a different policy
- Search for return premium
- Edit return premium
- Clear return premium
- Transfer return premium to a different policy