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Account / Contact / Policy

How to create a new Account 

How to add the Account Manager
How to change the Account Record
How to create a New Contact
How to change the Primary Contact
How to create a New Policy
How to add Coverages and Deductibles

Property

How to create a new Property
How to select a property record type
Add the property information
How to find a property
How to Edit the property information
How to link a property to a policy


Late payments

How to process a Late Payment Notice
How to add the LPN to the Service Request files
How to send by Email the LPN to the insured
How to select the LPN Template
Email Activity

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