Upload Policies & Documents in Becky's Inbox

2. How Multi-Line Commercial Packages Are Unbundled

When you upload a combined Commercial Package Policy (CPP) or Businessowners Policy (BOP), Becky automatically splits the package into distinct Line of Business cards inside the client's Policy Documents tab (Auto Policy, General Liability, Workers Comp, Umbrella, and Commercial Property) and links each card to the exact page ranges in the master PDF.

3. Track Completed Reviews in Becky's Tasks

As soon as extraction completes, the Becky's Tasks slide-over drawer opens on the right side of your screen (and announces completion if Task Chimes is enabled):

• Extracted Policy & Endorsement Summary: Each task card displays a status badge (such as NEW POLICY or AMENDMENT LINKED), the carrier name, policy number, core limits, and sliced ISO endorsement codes (for example, CG 20 10, CG 20 37, CG 24 04, and CG 20 01).
• Instant Accuracy Feedback: Use the How did Becky do? prompt on any completed card to click Accurate or Report Gap.
• 1-Click Policy Review: Click Review Policy → on the task card (or click Approve Policy on the highlighted card in Policy Documents) to open the 5-tab Policy Review Drawer.

4. Manage & Approve Additional Commercial Coverages

Directly below the 5 primary commercial policy cards on the client's Policies tab, the Additional Commercial Coverages section (Supplemental Lines & Sublimits) manages specialty policies and sublimit endorsements such as Inland Marine / Contractors Equipment, Cyber Liability, Contractors Pollution, Professional Liability (E&O), Employment Practices (EPLI), and Commercial Crime:

• How to Add a Line: Drop any specialty declarations page into Becky's Inbox to auto-populate a row, or click + Add Line at the top right of the table (or + Add Coverage Line in the footer) to add a supplemental policy or sublimit manually.
• How to Update Coverage Details & Inline Toggles:
  • Full Edit Modal (Pencil Icon): Click any row or the Pencil (Edit) action button to open the Edit Commercial Coverage modal, where you can update the Line of Coverage / Name, Coverage Type / Category badge, Policy #, Carrier / Insurer, Effective / Expiration Dates, and structured Limit 1 and Limit 2 amounts and labels.
  • Inline COI & Rights Toggles: Click 25 (ACORD 25 Liability) or 28 (ACORD 28 Property Evidence) in the COI column to control certificate auto-bundling, and click AI (Additional Insured) or WOS (Waiver of Subrogation) in the Rights column. If more than 5 lines have 25 enabled, the first 5 render in the ACORD 25 Line 5 table box and remaining lines automatically overflow into Box 101 Remarks.
• How to Delete a Line: Click the Trash (Delete) icon in the Actions column on the right side of any row to remove that coverage line from the client's schedule (or click the Download icon next to it to open the source declarations PDF).
• How to Approve Additional Coverages: Whenever a new specialty line is extracted, added, or modified via the modal or inline toggles, the section displays an amber Pending Approval badge. Once every row has a complete Coverage Name, Policy #, Limit 1 Amount, and active (non-expired) term dates, click the green Approve Additional Coverages button to switch the status to All Coverages Approved so those coverages are authorized for certificate generation.