Create a direct Policy
Operations · Fictional Hawthorn example
Silent video; editable captions can support a future British English voiceover.

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Use Create Policy only when binding was completed outside the platform Quotation and FOS workflow.

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Review the independent bound Product Fields and give the direct Policy its own internal label.

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Acknowledge off-system binding and explain why this Policy is being recorded directly.

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Record the actual insurer confirmation as one evidence note, or upload one new file instead. Keep the reason separate.

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Enter the actual bound date and agreed insurance period, then select the lead insurer.

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Record the agreed premium and commission. Check each Policy amount against the insurer agreement.

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Complete the limit, excess and insurer reference before submitting the bound Policy.

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Submit once and wait for Policy created. Open the new Policy to check its recorded origin and evidence.

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Check Evidence: this Policy retains direct binding and its confirmation, with no invented Quotation or FOS history.

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Review the retained insurer agreement note. Original Policy documents can be uploaded and sent from Documents.

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Check the saved bound terms. This direct Policy has no platform Cover Note entitlement.

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Verify the recorded bound terms and direct Policy origin.