Transfers

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Agent Center to PolicyCenter Cross Reference Guide
The purpose of this job aid is to provide you with an easy to navigate document to help you understand how Agent Center interacts with PolicyCenter. This job aid provides you with scenarios linking yo...
Create a State Transfer (IRT) Policy
This job aid describes the process for creating a new State Transfer (IRT). Whenever a policyholder moves from one state to another, an IRT is necessary.
How to Use Reference Connect
This documents walks you through the search capabilities in Reference Connect for Personal Lines Forms/Endorsements and Underwriting Manuals.
Process a Policy Transfer on a Property Policy
This job aid reviews how to process a Property policy transfer from one company to another.
Rewrite/Transfer an Auto Policy in PolicyCenter
This job aid outlines the high-level process an Agent would follow to complete a rewrite/transfer of an existing Auto policy in PolicyCenter.

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