Create a Policy

  1. Log in to Socotra Connected Core

  2. Click Create, New application

  3. Choose Personal Auto and select a Policyholder

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

  5. Choose Exposures

  6. Click Add Exposure

  7. Fill out the Vehicle details

  8. Fill out Perils details

  9. Choose Lock and Price

  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