Event to Policy Workflow

Understanding the Event → Policy → Quote → Brokerage Workflow

This guide clarifies the relationship between Events (Claims/Incidents), Policies, Quotes, and Brokerages, and provides step-by-step instructions for connecting them properly.

Key Concepts

Event ID vs Claim Number

• Event ID (e.g.7LWNUW): This is a system-generated unique identifier for the event

What Each Component Represents

Component	Purpose	Can Be Edited?
Event	Records incidents or claims	Event details can be edited, but Event ID cannot
Policy	Active insurance coverage	Policy details can be modified through endorsements
Quote	Price estimate for coverage	Can be edited before binding
Brokerage	Insurance broker/agency information	Can be added and modified

Step-by-Step Workflow

Scenario: You have an Event but no associated Policy

Step 1: Check if a Policy Exists

1. Open your Event (e.g., Event ID: 68RKVQ)
2. Go to the Event Details tab
3. Look at the Policy section
4. If no policy is automatically selected, you’ll see a message indicating no policy exists

Step 2: Create a Policy from Scratch

If no policy exists for the insured:

1. Navigate to Policy Creation:

   • Go to Policies → Create New Policy
   • Or use the Actions → Create Policy from the Event page

2. Enter Policy Information:

   • Policy number
   • Insured information (should match the Event’s insured)
   • Coverage details
   • Effective dates

3. Complete Policy Creation:

   • Review all details
   • Save the policy

Step 3: Associate the Policy with the Event

1. Return to your Event
2. In the Event Details tab, find the Policy section
3. Click the dropdown arrow next to Policy Number
4. Select the newly created policy from the list

Scenario: You Created a Quote Instead of a Policy

Converting a Quote to a Policy

If you accidentally created a quote instead of a policy:

1. Locate the Quote:

   • Go to Submissions tab
   • Find the quote you created

2. Bind the Quote to a Policy:

   • Open the quote
   • Click Actions → Bind into Policy
   • Follow the binding process:
     • Enter policy number
     • Select policy forms
     • Review and confirm details
     • Click Bind to Policy

3. Associate the New Policy with Your Event:

   • Return to your Event
   • Update the Policy association as described above

Scenario: You Need to Add Brokerage Information

Adding Brokerage to an Existing Policy

1. Navigate to the Policy:

   • Go to Policies tab
   • Find and open the relevant policy

2. Add Brokerage Information:

   • Look for the Brokerage section
   • Click Edit or Add Brokerage
   • Enter brokerage details
   • Save changes

Editing Event Information

Changing the Claim Number

1. Open your Event
2. Go to Event Details tab
3. Find the Claim Number field
4. Edit the claim number as needed
5. Save changes

Related Documentation

• Understanding Events
• Creating Events
• Policy Issuance
• Binding Quotes to Policies
• Viewing Events