Tips and Tricks

Inactive Policies & Policy Actions > Actions functionality
For inactive policies ie. canceled or expired, in order to utilize the "action" functionality, you will need to go into your policy details > a...
Mon, 11 Jan, 2021 at 10:35 AM
"The Date field in Endorsement 0. is required"
When you encounter this notice you can skip adding premium/non-premium endorsement for a policy entry or edit, by 1st selecting billing type 2nd enteri...
Wed, 14 Oct, 2020 at 10:52 AM
Agency Bill vs Direct Bill - pmnts posted directly to a Carrier, MGA or Finance Com. sites
If your agency processes a payment on your insured's behalf utilizing either your insured's checking or credit card directly on the Carrier, MGA, ...
Mon, 11 Jan, 2021 at 10:45 AM
Cross-Selling Opportunities - Reports
Go to Reports (left navigational menu) > All Reports > select the yellow or orange View > enter a keyword, one that works best for me is "cros...
Wed, 14 Oct, 2020 at 12:16 PM
Texting character limit - w/ RingCentral designated text line - 800 characters
Designated Text line character limit - 800 characters.  A designated text line with RingCentral - cost $10/mo. https://support.ringcentral.com/contact-suppo...
Thu, 17 Dec, 2020 at 3:29 PM
Naming document folders - do not include a "+" sign in the name
Avoid including a + sign in a file folder name.  The folder will save with this name, however, uploading documents will be unsuccessful, it will produce an ...
Wed, 14 Oct, 2020 at 1:26 PM
Acords combine PDF - in numeric order to email
Hi!  To ensure that your Acord applications get combined in numeric order, ie. 125, 126, 140 to send through email to an underwriter or even to your insured...
Thu, 17 Dec, 2020 at 3:25 PM
How to generate Agent(s) commissions for policies that agency commissions are reconciled
There are 2 prerequisites for "Generate Agents Commissions" to work.  1st the agent needs to be assigned to the policies, and 2nd agents need a co...
Thu, 22 Apr, 2021 at 11:43 AM
Logo/Link Icons for Agency Configuration & Email Signature
Kristina here.  The tip and trick to customizing the size of your logo and including link icons is to upload these images to your Agency Documents > File...
Mon, 11 Jan, 2021 at 12:33 PM
Default GL limits - populate from insured items to a policy
The typical GL coverages pull into a policy from the insured items for each client.  Please find the following short video showing how quickly this can be a...
Fri, 26 Mar, 2021 at 5:07 PM