| Question / Issue |
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| How do I create a policy in AgencyBuzz? |
| Answer / Solution |
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- Login to AgencyBuzz.
- Click the Policy button in the Create New section of the toolbar.
- In the new policy window select a policy type from the drop down menu. A policy type is required to save the record.
- Assign existing AgencyBuzz contacts to the policy under the Contacts on Policy section of the policy record. At least one contact is required to save the record.
- Use the search bar to find an existing contact record.
- Select a Relation from the drop down menu options
- Click the check mark next to the contact name to add the policyholder to the policy record.
- Additional information such as the policy's status, carrier, term date, and payment details can be inputted as well.
- Once finished, click the Save button in Actions section of the toolbar. Alternatively you can click the Save & Close button to return to the main screen. Note: Any active business rule events set up based on policy information may be triggered when you click Save or Save & Close.
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KB ID # 2087
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