Create a Policy

  1. Log in to Socotra Connected Core

  2. Click Create, New application

  3. Choose Personal Auto and select a Policyholder

    ../_images/begin-new-policy.png

  4. Fill out policy start and end date and other policy details, then click Save

    ../_images/policy-details.png

  5. Choose Exposures

    ../_images/add-exposure.png

  6. Click Add Exposure

  7. Fill out the Vehicle details

    ../_images/vehicle-details.png

  8. Fill out Perils details

  9. Choose Lock and Price

    ../_images/policy-create-lock-and-price.png

  10. Click Price Breakdown and review

  11. Click Documents and review

  12. Click Invoices and review

  13. Click Accept Policy

  14. Click Issue Policy and confirm

    ../_images/issued-policy-result.png