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Type of transaction when policy is initiated New business
Here you can see the carrier's name, program and policy number, as well as the effective and expiration date, term and garaging address. Policy Information
Type of transaction for payments Monthly Payments
In this section you can see the different drivers that have been added to the policy, including their name, age, status (such as if they're rated or excluded) and relationship to the insured. Drivers
Type of transaction for changes on the policy Endorsements
Here you can find the information about all the vehicles that are registered to the customer's policy, including the VIN, year, make and model, body type and annual mileage, among other things. Vehicles
Type of transaction when requesting to cancel the policy Cancellation Requests
In this section you'll see the details of the customer's coverage such as Liability coverage limits, Comp & Coll, UMBI/PD or others. Coverage
Fee Key Point Date
Fee Key Point Payment Method
Fee Key Point Fee
Created by: OscarC
Popular Automotive sets




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