> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aiinsurance.io/llms.txt
> Use this file to discover all available pages before exploring further.

# 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

<img src="https://mintlify.s3.us-west-1.amazonaws.com/aiinsurance-1ef97d09/events/images/event-id.png" alt="Event ID" />

### 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](/events/understanding-events)
* [Creating Events](/events/create-new-events)
* [Policy Issuance](/policing/policy-management/policy-issuance)
* [Binding Quotes to Policies](/submissions-and-quotes/binding-the-quote)
* [Viewing Events](/events/view-events/view-events)