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Home > Application Support SOP's > Digital Workbenches > Contract Workbench > Adding a new product to a monoline account
Adding a new product to a monoline account
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A user can add a new product to a monoline account by selecting it under the 'Package' area. Steps to make this selection for a current policy term and/or renewal are outlined below:

For a current policy term, click the Endorse button, select an endorsement effective date, proceed to generate the endorsement and then select the GL or Property checkbox (in Package area)

For a renewal term, select the 'Renew with Changes' radio button and click the Renew button, then determine if you want to renew with the same policy number or new and then select the GL checkbox. Attached is a Renewal Workflow that can be used as a guide for renewals.
 

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Renewal_Workflow_Overview_2021.pdf
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