Insurance New Business
Contents
From the Coverage Details Screen, expand the New Business Accordion Bar and click on one of the Underwriting Actions.
Overview
This screen lets you see exactly what is happening with the underwriting on a policy.
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| New Business Details |
Edit New Business Notes
You can edit the note for this New Business Action by clicking the 
icon on the note.
See Also
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Underwriting actions are usually updated by the New Business person in the office. They are modified on the Main system. You can update the notes and even dictate them into the note field if your device has voice recognition. |
