Issue

To issue a policy in Quicksolver:

  1. Access the quote to issue using Search.

  2. Pause on the action menu image75.gif next to quote and select Continue this transaction.  

  3. In the upper right hand corner of the policy window, hover over the status icon and click Issue.

  4. Click Rate. If any required fields for issue are blank, rating errors appear in the Execution Pane. Complete as needed.

  5. When the Policy Premium Information appears, click OK.

  6. Click Save.  Enter, edit or accept a unique policy number. Click OK.

  7. Click Commit to finalize the policy.

 

 

 

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