Issue a Policy

Productivity Tip

We have always only issued a policy after we have been paid. The reason for this is that once a policy is issued, it drops off your pending proposal list and then is more difficult to track.

Issue a Policy

1.	Start in the Proposal in question and add the Accepted Date (the date the Underwriter accepts the cover) and the On Risk Date (date the policy is dated - usually the date of the first deduction)

2.	Make sure you have added any other missing details - Owner, Payer, Bank a/c or Credit Card details and that the policy number is correct.

3.	Once you are happy with all of these things, click on Create New Policy.