Features and Specs

How do I request and obtain loss runs?
You may be asking: "How do I request and obtain loss runs?" To request and obtain loss runs, follow these steps: 1. From your mai...
Thu, 13 Apr, 2023 at 2:20 PM
Is there a Way to Look Up the Co-Applicant vs. the Main Insured?
You may be asking: "Is there a way to look up the co-applicant vs. the main insured?" You can search for co-applicants using the search fil...
Wed, 1 Jul, 2020 at 4:35 PM
How can I View My Documents?
You may be asking: "How can I view my documents?" To view your documents, you will need to enable pop-ups. Follow these steps (if you ar...
Thu, 2 Jul, 2020 at 2:40 PM
How do I Delete a Note?
Unfortunately, there isn't a way to delete a note. The note becomes part of the history for E & O purposes. 
Thu, 2 Jul, 2020 at 2:44 PM
Getting Rid of Endorsement Notification Pop-Ups
You may be asking: "How do I turn off the endorsement notification pop-ups?" To turn off the endorsement notification pop-ups, follow these...
Thu, 2 Jul, 2020 at 2:59 PM
Best Way to Use the (Document/File) Drag-and-Drop Feature
You may be wondering: "What is the best way to use the drag-and-drop feature?" Here is the best way to use the drag-and-drop feature: ...
Thu, 2 Jul, 2020 at 3:21 PM
Can I Link Insureds?
You may be wondering: "Can I link insureds?" Yes, you can link insureds. This makes it so that once you enter one's "Policies"...
Thu, 2 Jul, 2020 at 4:52 PM
Drip-Marketing Campaigns & Mass Emailing
We shut off mass-emailing options a long time ago. We are having issues with the anti-spam regulations as well as having our email servers flagged as &qu...
Mon, 6 Jul, 2020 at 1:09 PM
Upcoming Renewals, X-Dates, Referral Source, and Associated Reports
We have a variety of reports that deal with "Renewals." We have a report called "X-Dates and Lines of Business" that is specifically ...
Mon, 6 Jul, 2020 at 1:34 PM
Can I Add My Own Categories when Importing My Data?
You may be asking: "Can I add my own categories when importing my data?" Our "Data Import" tool is flexible. It gives you the ...
Mon, 6 Jul, 2020 at 3:01 PM