Adding a Note to Policy Record

Best practices for documenting your policies

It is always best to properly document your policies whenever you complete a transaction. This would include new policy issuance, changes/endorsements, or cancellations. Our policy management system makes it easy to document your customer interaction.

How do I add notes to a policy record?

To add notes to your policy records, first navigate to your customer using the search bar in the left menu of the policy management system. Note: It's best to use customer name rather than policy number as it's easier to locate the notes section from the customer summary page.

When you get to the customer summary page, scroll to the bottom to locate the "Notes" section. In the notes section, select "Add New" to create a new note for the client or for a policy.

After you've selected "Add New," a dialogue box will open up where you can add your note. The note will allow you to select the "Type" (eg. new business, renewal, policy change, or cancellation), or to add the note to a specific "Policy." If you don't want to add a note to a specific policy, and only want to leave it for the customer record, simply do not select a policy to assign the note.

Actions you can take on a note after it's saved

After you create a note for a customer or policy, you can take other actions after it's saved. To setup other actions for a note, simply select the "Actions" button in the right corner of the note you created. That sell dropdown an actions list. From here you can create tasks, To Do's or upload files.