In the Customer Center, search for a select the customer. With a customer record open, from the sidebar menu select Views > Binders.

A brief summary of customer information appears below the customer name. See information about what the summary includes.

Use View Options to choose criteria to refine or filter the information appearing in the view. For general information about using View Options, see Setting View Options.

Key Fields

Display

Select one of the following options from the list:

Master with Holders

Master

Holders

Policy

Select an individual policy from the list, or select all for all policies to appear in the view.

Name Prefix From

Enter Holder name prefix to refine the binders view.

Expired

Click the arrow to select a color for expired binders .

To see the data that meets your selection criteria, click Apply View.

Binders

Applies to:  Customer Center

The Binders view displays insurance binders created for the selected customer.

Key fields

Binder #

Click the binder number to open the insurance binder at the master level.

Interest

The interests for which the binder is created. Click the name to open the binder for that interest.

For master binders, this field is blank.

For master-with-interest binders the interest's name is shown.

Policy #

The policy number associated with the binder.

Transaction

The policy transaction type.

Description

The description entered when the binder was created. Example Renew Policy, Binder New Business

By default, views and lists are limited to 100 items per page. In some Views you can choose to see more items, do any of the following, if available:

    • Use the arrows at the bottom of the page to view additional pages.*

    • Set the Max # of Records Returned field to a value greater than 100 in View Options.*

    • Use View Options to filter the results of your search.

For more information, see How to Sort Lists and Setting View Options.

*Not available for all lists.

Would you like to...

  1. Click in the toolbar to open the EForms Manager. When you create a new binder from the Binders view, you are prompted to first select the policy number and effective date.
  2. Make your selections and click Refresh (in the toolbar) if necessary.
  3. From the eForms menu click Binder > New to open the Binder Selection form.  More...

Click the binder number to open the master insurance binder in the EForms Manager. View the information or use the EForms Manager toolbar buttons to perform additional transactions. Details...

On the toolbar, click Export All. All items on all pages of the list are exported to Excel.

 

The export process retrieves the information from the database. If items have been added or changed since you refreshed the view, some information in the export file could be different from what you see in the grid.