You are here: Part I > Saving a Policy as Work-in-Process

Saving a Policy as Work-in-Process

In this task, you save the policy as work-in-process (WIP). WIP temporarily stores policies until you choose to retrieve and complete them.

Scenario

Since Melanie has to call you back with the estimated gross sales figures, you cannot complete the policy information at this time. You can save the policy to WIP, then open the policy later after you have spoken to Melanie.

Choose WIP, Save. The system saves your policy as work-in-process and closes the form set.