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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

Click on Policy Downloads Unmatched Policies

3. Click on a Name

Click on a Name

4. If No Possible Match is Found Click on Applicant Search

If No Possible Match is Found Click on Applicant Search

5. Search "Name"

Search "Name"

6. If Name does not match Click "Create New Account and Policy"

If Name does not match Click "Create New Account and Policy"

7. Pop up comes up

Pop up comes up

8. Confirm you are sure

Confirm you are sure

9. Go to the next one on the list

Go to the next one on the list

10. Click on Applicant Search

Click on Applicant Search

11. Search "Name"

Search "Name"

12. If name that comes up matches click Policies

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"

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

Click on Another Name

15. Click on Policies

Click on Policies

16. Confirm Line of Business Matches and if So Click Match If not move to next step

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

If Policy does not match Click Create for a New policy to be Connected to Contact