Policy Manager

How to import policies in order to create LOB Templates.

The policy manager shows the imported policies available to the user. These policies are ones the user can access from the LOB Profile Manager as they create LOB profiles.

The user can edit a policy and change any of the display values. They will be provided with a read-only Agency Management System (AMS) Value for reference.

IMPORT POLICIES FROM AMS

Selecting the IMPORT POLICY button on the Policy Manager will display any policies currently in the user's Agency Management System that have not yet been brought into Certificate Hero.

By using the Actions on the far right of the grid, the user can IMPORT a policy. This will display the IMPORT POLICY modal for the user to review and complete.

The default values from the AMS will pull through in the the display value fields, but the user can manually set any display values. 

If the NAIC number does not pull through from the AMS, the user can use the NAIC Look-up to find the needed NAIC number.