| You can take one of the following actions. |
| Rating Track |
| Proposal Track |
| Bind Coverage |
| Cancellation Track |
| Reinstatement Track |
| Endorsement Track |
| Policy Issuance Track |
| Task Track |
| Claims Track |
| Managing Retailers Track |
| Correspondence Track |
| Alerts Track |
| Reports Track |
| What do you want to do? [Choose one and click PROCEED] | ||
| Get Quote from Binding Market | ||
| Get Quote from Brokerage Market | ||
|
Surplus Lines
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| Import ACCORD app | ||
| What do you want to do? [Choose one and click PROCEED] |
|
Create Proposal
|
| What do you want to do? [Choose one and click PROCEED] |
| Bind Coverage |
| Create Invoice |
| Create Inspection |
|
Create Premium Finance
|
| Surplus Lines |
| What do you want to do? [Choose one and click PROCEED] |
| Cancel policy |
| View existing entries |
| Add new note to existing cancellation |
| What do you want to do? [Choose one and click PROCEED] |
| Reinstate cancelled policy |
| View existing entries |
| Add new note to existing reinstatement |
| What do you want to do? [Choose one and click PROCEED] |
| View existing Endorsements |
| Add new Money Endorsement |
| Add new Non-Money Endorsement |
| Surplus Lines |
| What do you want to do? [Choose one and click PROCEED] |
| Issue Policy |
| Send policy to retailer |
| Send policy to carrier |
| Surplus Lines |
| What do you want to do? [Choose one and click PROCEED] |
| View All Task Items |
| Set New Task Item |
| Color Code a Task |
| Edit Status of Task |
| Filter the Task List |
| New Record Task |
| Task Note |
| Task List Search |
| What do you want to do? [Choose one and click PROCEED] |
| What do you want to do? [Choose one and click PROCEED] |
| What do you want to do? [Choose one and click PROCEED] |
| What do you want to do? [Choose one and click PROCEED] |
| What do you want to do? [Choose one and click PROCEED] |