Spaces
Apps
Templates
Create
Manual
All content
Calendars
Space settings
Content
The Basics
Rating
Management
•
Acord Forms
•
Agency Files
•
Commission Reconciliation
•
Creating a New Client/Policy
Download Setup
How to access Agency Defaults (Add/Edit/View)
Policy Page:
How to Edit/View Policy Page
1. Policy Info
•
2. Policy Actions
•
3. Policy Notes:
•
4. Policy History
•
5. Policy Download Remarks
6. Bottom Task Bar
•
Post Payment
•
Rolodex
FAQs
•
Glossary
Manual
/
/
How to Edit/View Policy Page
/
4. Policy History
4. Policy History
Seana Bonnick (Unlicensed)
Owned by
Seana Bonnick (Unlicensed)
Last updated:
May 16, 2014
Loading data...
To Print History:
From the History section, Agent is only able to
Once Print History has been clicked
A new page will open.
{"serverDuration": 40, "requestCorrelationId": "6386d47c399d4e7aa464c249618275fe"}