Where can I view all outstanding requirements for my New Business cases?
Search by policy number or client name.
Click on the insured’s client number and on the Client Information screen you will find the following sections:
- Underwriting requirements
View all UW requirements requested and received. Our video tutorial offers guidance on how to “Find underwriting requirements in webcappow“
- Underwriting decisions (Timestamp 1:27)
View the UW decision made on your policy
- Delivery requirements (Timestamp 2:57)
View all delivery requirements to have your policy settled