Navigation

The navigation has been simplified to help you quote and bind policies with ease.




1. Me

This contains access to manage your settings for the business and your personal settings.

2. Dashboard

The dashboard will show your latest 10 policies and your latest 10 quotes.

3. Quotes

Lists all your quotes and allows you to search by a range of parameters and filter by dates.

4. Policies

Lists all your policies and allows you to search by a range of parameters and filter by dates.

5. Renewals

Allows you to manage your up and coming renewals.

6. Products

Lists all the products you have access to on the platform.

7. Claims

How to help direct customers when it's time to make a claim.

8. Create a quote

The shortcut menu to create a quote for each product.


B
Ben is the author of this solution article.

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