The Informal Application process through SmartCaseManager is used for the tracking of requirements that are being shopped to multiple Carriers at one time.
PCM Module Workflow Setup
The processes covered in the PCM course make use of workflows designed to automatically enter underwriting and policy delivery requirements. Pending case workflows can be defined during setup of the PCM module. The Policy and PCM Setup User Guide provides detailed information on setting up workflows in the PCM module.
SmartCaseManager (PCM) User Guide
Get detailed information on tools and features in the PCM module, also know as the SmartCaseManager module, in the SmartCaseManager User Guide.
Fast Classes
The following PCM Fast Classes spotlight advanced tools and functionality in the Pending Case Management module and serve as a supplement to the core PCM course.
