Issuance general steps

The following diagram indicates the basic steps to issue a policy. These steps are for the base configuration of PolicyCenter. Your business requirements and even lines of business can alter the process.



The steps are sequential:
  1. Find the policy: Verify that the policy has not been issued.
  2. Start the issuance process: Select Issue Submission from the Policy Actions menu.
  3. Make changes and review: Finalize policy details.
  4. Requote: Policies must be requoted before issuing.
  5. Issue the policy: Paperwork is generated.