Products

Reports

• Creating custom reports

Excel Rating

• Spreadsheet Rating: Rating Worksheets
• How to create and attach custom spreadsheet ratings to a product
• How to update a rating worksheet
• Spreadsheet Rating: Downloading Rating Worksheets
• Mapping Percent Question Type to Excel Rater
• Using Rules to Stop or Allow Rating

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Policy Admin (Endorsements, Cancellations, Renewals)

• Configuration of automatic renewals
• Manual renewal configuration and processing
• Cancellation setup
• Cancelling a Policy
• Endorsement setup and configuration
• Endorsing a Policy

Product Configuration

• Troubleshooting Quoting Issues
• How to add input validation to your product
• Setting up an OFAC check
• How to import events and actions
• Using Javascript for Forms Mapping
• Line Forwarding

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