Classic Policies & Quotes documentation
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- Lifecycle Parameters
- Set up effective date parameters while quoting
- Set up premium and fee display
- Set up threshold limit
- Keep the agent on the same screen while quoting
- Set up cancellation and non-renewal reasons
- Set up contact fields
- Set up a rating worksheet
- Set up and use mortgagee extensions
- Set up the stock declaration
- Set up effective date behavior in quote wizard
- Set up credit scoring
- Test credit scores locked to policy terms
- Premium records
- View pending emails
- Delete pending emails
- Send pending emails
- Generate and send LexisNexis report
- Check for financial anti-terrorism cross-reference matches
Policy management
- Link policies
- Edit inception dates
- Email policy information
- Edit system tags
- View policy change notes
- View a property location
- Rewrite a policy
- Preview and generate custom deliverables
- View policy declarations
- Export policies as .xml files
- Cancel policies
- Reinstate policies
- View reinstatement amount
- Make a payment to rescind pending cancel
- Archive policies
- Policy workflow and status
- Policy renewal overview
- Set up renewal business notices
- Set up notifications for renewal failures
- Edit renewal statuses
- Transfer prior term debits and credits to a renewal term
- Use Builder Conflict Resolver
- Renew policies manually
- Set up timeline for Notice of Non-Renewal
- Update age-related items at renewal
- View pending emails
- Delete pending emails
- Send pending emails
- Generate and send LexisNexis report
- Check for financial anti-terrorism cross-reference matches
- View pending emails
- Delete pending emails
- Send pending emails
- Generate and send LexisNexis report
- Check for financial anti-terrorism cross-reference matches
Endorsements
- Endorsement overview
- Set up endorsement summary deliverable
- Policy status and revision state overview
- Create new revisions
- Commit revisions
- Archive or delete revisions
- Navigate between revisions
- Manage late-term endorsements
- View the revision history of policies
- Edit revision dates
- Change policy statuses
- Add policy descriptions
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