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Submissions and Quotes
Overview
Create a Submission
View all Submissions and Quotes
Bind a Quote to Policy
Export Submissions
Policies
Create a Policy
Renew a Policy
View Policies
Set Policy Numbers
Endorsing Policy
Change Policy Numbers on Renewed or Expired Policies
Change Coverage Limits
Cancel a Policy
Delete a Policy
Generate a Certificate of Insurance
Exporting Policies
Insured portal
Exposures
Overview
View Insured
Create and Edit an Insured
OFAC Screening for Insureds
Generate artifacts on a single Insured
Export Insureds
Export Insured Loss Run Report
Filter and Sort Insureds
Events
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Create an Event
Edit Events
Event Reserve Updates Smart Tag
Export an Event
Financials
Invoicing
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Invoice Auditing
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