How to Upload Policies and RTS

Step 1: From the Quick Actions Homepage 

• Click the Upload Production button for Policies

• Click the Upload RTS button for RTS

Step 2: Select the Carrier for the Policy or RTS file you want to upload

Step 3: Select the location for the file or simply drag the file into the upload box, then click Save

Only upload 1 file per carrier. You'll receive an email prompting you to re-upload a Carrier Policy or RTS file if you add more than one. 

Step 4: Clicking Save will bring you back to the "Completing Upload" screen, from here you can add additional carrier files or when you're done click the Complete button