video1.0<iframe src="https://www.loom.com/embed/13e5dbc6676f403299baa416b2116300" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/13e5dbc6676f403299baa416b2116300-120a25242850fdfa.gif139.012In this video, I walk you through the process of entering a new policy using our system. You can find the insured by typing in their name in the search bar or by clicking on "insureds" on the left. Once you access the insured's details page, you can add a new policy by entering the relevant information such as policy number, effective date, and premium. After filling out all the necessary fields, make sure to click "Save Changes." Please remember to come back later to generate the transaction, which will calculate the commission and any receivables if it's an agency bill.