How Do I Create A Policy Jacket?

Method 1 (create new policy jacket)

1.  Log into Advocus HQ.

2.  In the "Dashboard" section click the "Policy" button.

3.  Enter the commitment/file number in the upper left hand corner. The information from the file will populate into the CPL form if the file already exists, if not you will be able to type it in.

4.  Verify the information is correct.

5.  Click the "Generate Policy" button on the lower right hand side of the pop up screen.

Method 2 (change existing policy jacket)

1.  Log into Advocus HQ.

2.  Click the "Policy List" button in the top left hand corner.

3.  Double click the file number to open the file.

4.  Click the "+ Policy" button in the bottom section on the right hand side.

6.  Verify the information is how you want it to read.

a. If a change is needed click the "Edit File" button on the lower right hand side of the pop-up window.

1.  Click "I Proceed" on the lower right hand side of that pop-up window. (Doing this will void previous policies and allow for updates to any information.)

b. If no change is needed click the "Generate Policy" button on the lower right hand side of the pop up screen.