If you are interested in diving deeper into the topics covered in this session, check out the Partner Platform User Guide sections that align with this course:
- Creating and Managing Policies
- Policy Renewals
- Policy Updates, Endorsements & Cancellations
- Policy History
- Adding, Searching and Maintaining Documents
- Adding Outlook Documents, Emails & Contacts
- Adding a Claim
- Managing Claims
- Using the Proposal Creator
