How to Match Unmatched Policy from Ivan's Downloads
This guide will help you find and create downloads and match them if the policy is inside Better Agency
2. Click on Policy Downloads Unmatched Policies
3. Click on a Name
4. If No Possible Match is Found Click on Applicant Search
5. Search "Name"
6. If Name does not match Click "Create New Account and Policy"
7. Pop up comes up
8. Confirm you are sure
9. Go to the next one on the list
10. Click on Applicant Search
11. Search "Name"
12. If name that comes up matches click Policies
13. If it the policy you are matching shows up Click Match, If it doesn't you match you would click "Create Policy"
14. Click on Another Name
15. Click on Policies
16. Confirm Line of Business Matches and if So Click Match If not move to next step
17. If Policy does not match Click Create for a New policy to be Connected to Contact