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
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
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