To create a new template,
navigate to the “Templates” page, select the “Add New Template” button.This will open a new dialogue box with 4
simple steps.
Template Details - Name your Template.
Select Coverages - From the dropdown selections, choose the coverage
types for which you would like to create a standardized template.
Coverages- Add any required instruction text, minimal required
carrier rating and additional remarks that your require from your Suppliers’
policies.
Additional Documents - Add any additional documents you wish attached to
the template.
Select Submit & Close. Your new template will be added to your available
options.