Here are the steps to follow: 

  1. Look up a customer in Gateway

  2. In the bottom left corner, you will see Customer Docs link.  Click that

  3. Select the policy number then select Policy Docs

  4. From the View drop-down select New Business under Mailing Package (Pre-insured Document)

  5. Click on New Business Application Signed By Named Insured

  6. Save the file as PDF

  7. Upload to AgencyZoom


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