InBox

The InBox menu command is used to access the User, Internet, and Submission in-boxes. Each in-box is explained below.

  • User – Used to view expiring policies, open quotes, and held/open files assigned to you or your team.
  • Internet – Used to view submissions received via the internet. Special configuration is required for this feature, please contact your system administrator or your Vertafore account manager for more information.
  • Submission E-mail Import – Special configuration is required for this feature, please contact your system administrator or your Vertafore account manager for more information.

Given the specialized nature of the Internet and Submission E-mail Import inboxes, we will focus solely on how to use the User in-box feature.

  • On the Tools menu, point to InBox, and then click User.

In the topics shown below, we continue our discussion of the Inbox command.

Expiring Policies

Open Quotes

Open Items/Held Files ‑ Work In Progress

Concept Link IconSee Also