Tips and Tricks
For inactive policies ie. canceled or expired, in order to utilize the "action" functionality, you will need to go into your policy details > a...
Mon, 11 Jan, 2021 at 10:35 AM
When you encounter this notice you can skip adding premium/non-premium endorsement for a policy entry or edit, by 1st selecting billing type 2nd enteri...
Wed, 14 Oct, 2020 at 10:52 AM
If your agency processes a payment on your insured's behalf utilizing either your insured's checking or credit card directly on the Carrier, MGA, or...
Mon, 11 Jan, 2021 at 10:45 AM
Go to Reports (left navigational menu) > All Reports > select the yellow or orange View > enter a keyword, one that works best for me is "cros...
Wed, 14 Oct, 2020 at 12:16 PM
Designated Text line character limit - 800 characters. A designated text line with RingCentral - cost $10/mo. https://support.ringcentral.com/contact-suppo...
Thu, 17 Dec, 2020 at 3:29 PM
Avoid including a + sign in a file folder name. The folder will save with this name, however, uploading documents will be unsuccessful, it will produce an ...
Wed, 14 Oct, 2020 at 1:26 PM
Hi! To ensure that your Acord applications get combined in numeric order, ie. 125, 126, 140 to send through email to an underwriter or even to your insured...
Thu, 17 Dec, 2020 at 3:25 PM
There are 2 prerequisites for "Generate Agents Commissions" to work. 1st the agent needs to be assigned to the policies, and 2nd agents need a co...
Thu, 22 Apr, 2021 at 11:43 AM
Kristina here. The tip and trick to customizing the size of your logo and including link icons is to upload these images to your Agency Documents > File...
Mon, 11 Jan, 2021 at 12:33 PM
The typical GL coverages pull into a policy from the insured items for each client. Please find the following short video showing how quickly this can be a...
Fri, 26 Mar, 2021 at 5:07 PM