For this month's edition of our Product News Roundup, check out these system tools to help you sell and service construction clients with confidence.
- Quote Iterations
Multiple versions of any application can be created to help you compare coverages, limits and premium. Look for the Create New Iteration button toward the bottom of the Issue Summary or hold screens.
- Quote Proposals
After applying online, formal proposals for approved submissions are available in PDF format to download and share. Find the Generate Proposal button toward the bottom of the Issue Summary screen.
- Policy Documents
For accounts issued online, PDF copies of all policy documents are stored for you to access 24 / 7. Utilize the policy search boxes found on the homepage. You can find them by policy number or sort through a list of all previously issued policies.
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See you next month when we deliver with another roundup of product news. Until then, you can leverage our resource center to boost your knowledge even more.