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Getting Started

What is AI Insurance
Setting up AI Insurance
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Glossary

Platform

Overview
Dashboard
Imports and Exports
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Components

Submissions and Quotes

Overview
Create a Submission
View all Submissions and Quotes
Bind a Quote
Export Submissions

Policies

Policy Management
Insured Management
Insured portal

Events

Overview
View Events
Create an Event
Edit Events
Export an Event

3rd Parties & Stakeholders

Overview

Financials

Cash Management
Invoicing
Billings
Payments

Submissions and Quotes

Export Submissions

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

Bind a Quote Create a policy

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