This article includes how to process the most common COIs, and an in-depth information of additional insureds.
Click here to view reference sheets for COI
The video below includes the following:
Policies
- Renewal record associated with existing policy record (V3 + HubSpot)
- Copy & create new policy will create only a copy of the policy record and not the documentation, as per request
- Auto renewal w/Ascend payment mode: automate status to "invoice pending" instead of the last known status
- Ability to add "included" as a coverage limit when entering or editing a policy
Certs
- Adjusting logic so that checking non-owned autos is always dependent on hired car liability (if yes = check, if no = do not check)
ACORD Forms
- Print the BPP, Business Income, and Building coverage limits in ACORD 140 (if they exist on the policy)
Click here to view demo video.