Miscellaneous Policies
Adding a Miscellaneous Policy:
The Miscellaneous Policy screen is a free form screen. All common information will carry over.
Personal Lines
1. After adding or finding the client, click on the ADD POLICY button.
2. Select Misc. Policy. AgencyToday will then display the Misc. Policy screen.
3. AgencyToday is in the EDIT mode and ready for input.
4. IMPORTANT to verify that the Personal Lines radio button is selected before completion.
5. After saving all required input and returning to the Client Services screen, AgencyToday will display the added misc. policy under policy information as "Misc. P.L. "
Commercial Lines
1. After adding or finding the client, click on the ADD POLICY button.
2. Select Misc. Policy. AgencyToday will then display the Misc. Policy screen.
3. AgencyToday is in the EDIT mode and ready for input.
4. IMPORTANT to verify that the Commercial Lines radio button is selected before completion.
5. After saving all required input and returning to the Client Services screen, AgencyToday will display the added misc. policy under policy information as "Misc. C.L. "
*Note - In the policy description area of the Misc. Policy screen, to create a line space in-between inputted information, utilize the ENTER key on the keyboard. This is a general "Windows" rule that applies within a field that allows for more than one line of space.