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Home > Settings overview > Policy Lifecycle documentation

Policy Lifecycle documentation

Settings overview
Permissions documentation
Module settings documentation
Advanced settings documentation
Policy Lifecycle documentation
Module settings documentation
Settings overview
Permissions documentation
Module settings documentation
Advanced settings documentation
Policy Lifecycle documentation

Policy Lifecycle settings

Get started
  • Policy Lifecycle – Get started
Configuration
  • Choose a State and Lifecycle Parameters
  • Billing Options settings
  • Billing Schedules settings
  • Write-Off Reasons
  • Policy Lifecycle – Payment settings
  • Policy Lifecycle – Non-Pay settings
  • Policy Lifecycle – Cancellation settings
  • Policy Lifecycle – Non-Renew settings
  • Policy Lifecycle – Continuation setting
  • Policy Lifecycle – Reinstatement settings
  • Policy Lifecycle – Expiration settings
Manage contacts
  • Changing the agency of record
  • Changing the agent of record
  • Reverting a change to an agency of record
  • Reverting a change to an agent of record
Manage contacts
  • Merging duplicate mortgagee contacts
  • Reverting mortgagee policies transfer
  • Unarchiving a contact
  • Last updated: June 4, 2021

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