Features and Specs
You may be asking: "How do I Access/Change an Insured's 'Greeting Name'?" To access/change an insured's "Greeting N...
Wed, 1 Jul, 2020 at 3:32 PM
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
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
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
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
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
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
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
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
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