Classic Policies & Quotes documentation

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Policy management


Quote management


  • 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