Insurance New Business

From the Coverage Details Screen, expand the New Business Accordion Bar and click on one of the Underwriting Actions.


This screen lets you see exactly what is happening with the underwriting on a policy.

Click to Expand or Collapse
New Business Details

Edit New Business Notes

You can edit the note for this New Business Action by clicking the Icon_Edit icon on the note.

See Also


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.