Policy Requirements

Policy Requirements

Providing administration staff a single repository per policy that stores all issues related to a policies progress through the underwriting process from a pending to and in-force status, policy requirements allow you to store the messages form the various communications between your brokerage and the carriers' underwriters, paramedical company, doctors or store notes on issues specific to the police like missing void check, appointments with doctors, or any issue that requires tracking with a date requested, date received and follow-up date.

A calendar event can be generated directly form any policy requirement - thus automatically creating an event with detailed information about the requirement and links in the calendar event - back to this clients profile and policy information.

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