Misc

Using the Misc command located on the Policy menu you can choose from a range of miscellaneous commands that don't fit neatly into the other topics discussed.

  • On the Policy menu, point to Misc, and then select the appropriate command.

In the topics that follow, we show you each of the commands available:

Assign Binder/SLA Number

Assign Binder/SLA Number

Certificate of Insurance

Change Coinsurance

Change Currency

Change Market/Contract

Commission Override/Split

Extend Binder

File Assignment

Mark Policy As Expired

Production Allocation

Policy Setup

Receive Company/Direct Bill Policy Number

State Specific Information

TRIA Status

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