Customer Policy Options

Active

• Billing Detail
• Current App
• Future App
• Insurer Forms
• Change Request
• Binders
• Cancellations
• Auto Ids
• Evidence of Property
• Certificates
• Filter Setup
• Search Clients
• Billing Screen Defaults
• View Split Commissions
• Print Billing Screen
• Update Sureties
• Display Attached Items
• Print a Barcode
• Links
• Active Policy View
• Client Detail
• Real-Time Interface
• Summary of Insurance
• Listings Menu
• • Activity
  • Memo
  • Contact
  • Info
  • Note
  • Claim
  • Transact
  • Attachment
• Workflows
• • Add a Client
  • Add a Risk
  • Add a Policy
  • Transactions
  • • Add a Transaction
    • Writeoffs
    • J/E Between Items
    • J/E Between Clients
    • Apply Debits to Credits
    • Update Transactions
  • Add a Claim
  • Add an Activity
  • Add a Memo
  • Add a Note
  • Efiling
  • • Attach an Existing File
    • Attach an E-Mail
    • Acquire and Attach Image
    • Letters (see below)
  • Letters
  • • Formletter
    • Proposal
    • Blank Letter
    • Rough Notes - Surveys
• Sticky Menu

History

• Application
• Change Request
• Add a Claim
• Add a Transaction
• Revise History Description
• Links
• Client Detail
• Real-Time Interface
• Summary of Insurance
• Listings Menu
• • Activity
  • Memo
  • Contact
  • Info
  • Note
  • Claim
  • Transact
  • Attachment
• Workflows
• • Add a Client
  • Add a Risk
  • Add a Policy
  • Transactions
  • • Add a Transaction
    • Writeoffs
    • J/E Between Items
    • J/E Between Clients
    • Apply Debits to Credits
    • Update Transactions
  • Add a Claim
  • Add an Activity
  • Add a Memo
  • Add a Note
  • Efiling
  • • Attach an Existing File
    • Attach an E-Mail
    • Acquire and Attach Image
    • Letters (see below)
  • Letters
  • • Formletter
    • Proposal
    • Blank Letter
    • Rough Notes - Surveys