Adding more than one additional policy in COI Track
Some COI's come with additional policies. As of now, you can only add one additional policy in Succeed. This is very unhelpful when there are more than one additional policy on a COI that needs to be entered.
I agree!!! The ‘Other default’ line must be expanded to add more than one line only.
When creating Liability minimum requirements we must add Cyber, Pollution, Professional liability and sometimes others.
When creating a new default set it only gives you the option of adding ONE other default. We may need more than one depending on the vendor, but we can’t use the shift or control key to add more than one.
Can this be changed? Cyber, for example should be on most policies. Same w/ Professional Liability.
Guest
I agree!!! The ‘Other default’ line must be expanded to add more than one line only.
When creating Liability minimum requirements we must add Cyber, Pollution, Professional liability and sometimes others.
When creating a new default set it only gives you the option of adding ONE other default. We may need more than one depending on the vendor, but we can’t use the shift or control key to add more than one.
Can this be changed? Cyber, for example should be on most policies. Same w/ Professional Liability.