eForms Manager

The eForms Manager is the center of all form activity. Use eForms Manager to create, copy, edit, print, view, and delete all forms including ACORD applications and supporting forms. You may also attach these forms to an Activity for a permanent record.

Some forms require that policy or claim detail information is entered before you can create them, others can be created and then additional data entered directly on the form. Use the Related Topics link below to find help on a specific form or function.

The information you enter directly on the form in eForms Manager, using the editing feature, is saved with the form in eForms Manager. The data is not saved in the customer, policy, or claim database and does not flow back to those data entry forms.

Security for eForms Manager is typically based on your policy security access. For example, if you can only view policies, then you can only view information in eForms Manager.

From any Center in AMS360:

  1. On the 360 Toolbox menu, click eForms.
  2. Search for and select a customer to open eForms Manager.

From Customer Center:

  1. Search for and select a customer.
  2. On the eForms menu, click Launch eForms Manager.

The following menus are available in a data entry form. Click each menu item to see detailed information. Note that the available menus vary depending on the form.

The eForms Manager consists of a set of components and tools that assist you in completing the many tasks related to working with forms. The following sections describe each area of the eForms Manager:

Area Description

Title Bar

The Title Bar displays the following information if launched from the Policy or Claims data entry form:

  • eForms (title)
  • Customer Name
  • Policy Number
  • Effective and Expiration Dates

If the eForms Manager is launched from the Customer Center, then the Title Bar displays only the title and the customer name.

Tabs

To make working with specific types of forms easier, the eForms Manager allows you to select a tab to narrow the number and type of forms you see in the tree control.

Customer Policy, and Effective Date

If you open eForms Manager from the policy, line of business, or claims data entry form, the customer, policy number and effective date pre-fill for you. However, you can search for a different customer and/or select another policy or effective date from the list. If you select a different policy or effective date, click Refresh to display the new information.

Form Tree (left pane)

The Customer/Policy Transaction/Form Tree is the left pane of the eForms Manager window. The tree organizes the existing forms into directories, providing navigation through the saved forms. The tree performs like Windows Explorer, with a plus sign indicating that the folder is collapsed, and a minus sign indicating the folder is expanded.

Please see eForms Manager: Working with the Customer/Policy tree for more information.

Status Bar

The Status Bar at the bottom of the window gives you important information about the selected form.

  • Last Saved Date
  • Last Printed Date

The status bar also indicates the current mode on the lower right side of the window.

  • View: No changes can be made to the form.
  • Edit: You can enter information directly into the shaded fields on the form.
  • Create: You have selected to create a form and the Selection Form opens in the right pane of the window.

Form Viewer (right pane)

The right pane of eForms Manager  displays an existing form selected in the tree on the left.

In eForms Manager, a single form can contain multiple pages of information. Forms are divided into the following categories.

Form Definition

Integrated

The data flows to the form from the customer, policy, and claims database. After the form is created, information can be entered directly into the shaded areas of the form using the editing feature. However, if you select to generate the form another time, all information on the original form is overwritten including data entered directly on the form.

When you create an Integrated form, AMS360 determines what ACORD forms to generate based on your selections and the policy detail it finds.

Example

If a commercial property policy includes additional interests, then AMS360 creates an ACORD 45, Additional Interest form, in addition to the ACORD 125, Applicant Information Section, and the ACORD 140, Property Section.

Also, if more than two locations or buildings exist on the policy, AMS360 creates an additional ACORD 140, Property Section, for each location.

Non-Integrated

Producer, Applicant, and Basic Policy information fills from the customer and policy database. You enter most of the information directly into the shaded areas of the form using the editing feature.

If you create a Non-Integrated form and then select to create the same one, you will receive two separate forms. AMS360 does not overwrite the original form.

Use the Create menu in eForms Manager to generate Integrated forms. These forms include:

Applications and Overflow forms

Certificate of Property Insurance

Certificate of Liability Insurance

Auto ID Cards

Binder

Evidence of Property Insurance

Loss Notices

Select Create > New Forms (Non-Integrated) from the eForms Manager menu to create a form with limited integration. You can then use the edit feature to enter information directly into the shaded areas of the form.

Examples of Non-Integrated forms include, state-specific forms, many of the ACORD forms, and overflow forms.

Select Create > Copy Existing Forms (Non-Integrated) from the eForms Manager menu to copy a form from the current customer and policy transaction or another policy or customer.

When you Copy an Existing Form the information copies exactly as it appeared. If copied from another customer, that customer's information appears on the form. Use the edit feature to update the copied form.

You can delete any form in eForms Manager. Use the following procedure to delete a form:

  1. Select the form you want to delete in the Customer/Policy Transaction/Form Tree.
  2. From the menu, select File > Delete or you can right-click and select Delete. Confirm the deletion. The form disappears from the tree.

If you delete the last form in a folder, the folder is also deleted, except for the Lines of Business and Customer folders.

Deleting a form does not delete the point-in-time view of the form that is attached to an activity.

What's Next?

Do you need information on printing or emailing the forms? See eForms Manager Print Options or eForms Manager Email Options.