Prospect Policy Options

• Policy Detail
• Application
• Company Forms
• Search Clients
• Billing Screen Defaults
• Policy Works
• Print a Barcode
• Copy ACORD 125/401
• Market Appetite
• myTAM
• Links
• Client Detail
• Real-Time
• • Real-Time Interface
  • Company Website
  • Account View
  • Billing Inquiry
  • Claim Inquiry
  • Loss Run
  • Policy Inquiry
  • Premium Finance
  • Endorsement
  • First Notice of Loss
  • Make Payment
  • Policy Change Request
  • Quote
  • Rate
  • Reverse Alert!
  • Default Evaluation Dates to Current Date
• Summary of Insurance
• Listings Menu
• • Policy
  • Activity
  • Memo
  • Contact
  • Info
  • Note
  • Attachment
• Workflows
• • Add a Client
  • Add an Activity
  • Add a Memo
  • Add a Note
  • Efiling
  • • Attach an Existing File
    • Attach an Email
    • Acquire and Attach Image
    • Letters (see below)
  • Letters
  • • Formletter
    • Proposal
    • Blank Letter
    • Rough Notes - Surveys
• Sticky Menu
• • Create
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  • Cascade