This screen allows for entering policies, issuing policies and automatically generating the invoices.

Entering Policies:

1. From the Policy Issuance Menu select Issue Policy.
2. Click on the Add button in the lower left corner.
3. In the Policy Type field enter the name of the company, plan or policy type and then click OK.
4. Next you will add the forms by hi-liting that policy type you just entered and then click on the Add buttton at the bottom of the screen.
5. In the ST field enter the State.
6. In the Sort field enter the order number you want this to print in.
7. In the MGA2K Form field enter the form name assigned by Compass. (You can call Compass support for this information.)
8. In the Description field enter the name of the form.
9. In the Form# field enter the Form# of the form you are entering. This form number is usually found at the bottom of the form.
10. In the Copies To: fields enter a Yes or No if you want or don’t want a copy of the form to print for the Company, Insured Agent or Broker.

Issuing Policies: