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Quotes, Policies, Emails, Discounts, etc.
Binders
Carriers
Insurance companies
Pre-requisites
In order to access product settings, users should have “Manage product settings” permission and go to the cogwheel on the right side, and choose the menu “Product settings”.
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Actions | Description |
|---|---|
 | Clicking this button opens the Edit popup for a particular record. Users can make amendment to any fields. |
 | Clicking this button to trigger the record deletion. Once confirmed, the record is deleted. Binders:  Carriers:   |
INSURANCE COMPANIES
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Actions on Binders/Carriers
Actions | Description |
|---|---|
| Clicking this button opens the Edit popup for a particular record. Users can make amendment to any fields. |