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You searched for "policies"
6 FAQs Found
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How do I run an expiring policies report?
I have a number of duplicated entries. Is there a way to merge two policies? Some were added with partial policy numbers and while it is clearly the same policy, I have 2 records. For example, GMAC policies like SAC0981403-01 is also entered as 0981403 - missing the SAC and the -01. Also, Alfa Vision uses 14-01-xxxxxxxx as the full policy number and we have a number of them with both the full and partial records. Tom White
How do I run a report for all new policies?
How do I generate a Renewal Policies report?
How can I group my insureds to display all of the policies they have when I search for existing policies?
How do I associate policies for the same customer?
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