Documentation Index
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AI Insurance home page

Support
Dashboard
Dashboard

Platform

Submissions and Quotes

Overview
View all Submissions and Quotes
Bind a Quote to Policy
Export Submissions

Policies

Create a Policy
Renew a Policy
View Policies
Set Policy Numbers
Change Policy Numbers on Renewed or Expired Policies
Change Policy Billing Email
Cancel a Policy
Delete a Policy
Generate a Certificate of Insurance
Insured portal
Policy Timeline

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

Overview
View Events
Create an Event
Edit Events
Event Reserve Updates Smart Tag
Export an Event

Rating

Inspect Rating

Financials

Financial Transactions
Billings
Payments

Submissions and Quotes

Export Submissions

Refer to the Exporting Data documentation for detailed instructions on exporting your Submissions and Quotes data.

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Bind a Quote to Policy

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