Click the eye icon to get into your client file. 

Click the product you are selling, car, motorcycle, home etc.

Type the insurer name. This field is interactive, so if I type "int" it will show my a list

I was looking for Intact, so now I choose it from the drop list.

Please input the price at which you sold the policy before taxes.

Please choose the number of days for which you'd like the system to generate your tasks for your next year's renewal.

You can add office fee or insurance fee if you have some.

Simply enter the fee you desire, and the system will generate the invoice accordingly.

If you wish to generate a proof of insurance immediately after completing the policy, please ensure to tick the box labeled: "Would you like to generate auto insurance proof?"

Do you want to create auto insurance proof?

If your office provides a commission program, make sure to select it; otherwise, you won't be able to complete your policy creation.