Prospect Policy Options

• Policy Detail
• Application
• Insurer Forms
• Search Clients
• Billing Screen Defaults
• Print a Barcode
• Links
• Client Detail
• Real-Time Interface
• Summary of Insurance
• Listings Menu
• • 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