This tutorial demonstrates the complete workflow for creating your first policy in C2MS. Starting from the quote creation screen, we walk through entering risk details, running the rating engine, reviewing the premium breakdown, and binding the coverage. By the end of this video, you will have a fully issued policy with generated documentation.
Setting Up Your First Policy in C2MS
Topics Covered
Selecting a product line and entering policyholder details
Completing the risk capture form with coverage requirements
Running the quote engine and reviewing the premium calculation breakdown
Applying discretionary adjustments and adding endorsements
Binding the quote and generating the policy schedule document
This video is approximately 12 minutes long and uses a sample commercial property product for demonstration. The same principles apply across all product lines configured in your workspace. Refer to the Policy Administration Module and Quote and Bind Engine articles for detailed written documentation.
