How do I access policies of deals that I have closed via Surer? Locate the ‘Policies’ tab via the navigation bar on the left. The Policies tab is…SurerNovember 14, 2022
How do I renew a policy via Surer? Go to the policies section in your account and click on the ‘Renew’ button on…SurerNovember 14, 2022
I have existing policies that are in another system or in hardcopy. How do I port them over to Surer? You can start porting your policies over to Surer by using the Policy creation feature.…SurerNovember 14, 2022
