Applications & Quotes
- Quote Documents
- Primary Risk Address
- Application, Quote and Policy statuses
- Creating an Application
- Using Application Clearing & Insured Clearing
- Closing & Reopening Applications
- Creating and Editing Insureds
- Creating, Editing & Viewing a Quote
- Binding a Quote
- Editing Premiums, Taxes & Fees on Quotes, Binders and Endorsements
- Adding an Additional Insured to General Liability Coverage
- Adding Additional Interests to Property Risks
- Using the Brokerage Manager
- RapidRate comparative rater