Auto ID Cards
Create Auto ID Cards for all states, including New York, from the eForms Manager. If you have entered policy detail information then AMS360 uses that data to create the ID card. However, you can enter detail information for the Auto ID Card if you have entered only basic policy information.
The information you enter 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 or policy database and does not flow back to the Customer or Policy data entry form. |
From any Center in AMS360:
- On the 360 Toolbox menu, click eForms.
- Search for and select a customer.
- In the eForms Manager, click AutoId Cards.
From Customer Center, with a customer record open:
- Search for a select a customer.
- On the eForms menu, click Auto ID Card.
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.
Use one of the following procedures to create an Auto ID Card with vehicle information from a policy.
Procedure #1
- Click New in the Auto ID Cards data entry form.
Alternately, you can automatically create Auto ID cards for the most recent vehicle changes to the by selecting either New & Email or New & Print. If the policy is New Business or a Renewal, then New & Email and New & Print automatically creates an Auto ID card for all vehicles on the policy.
New & Email: Opens the Email Recipients (Contacts) form, from which you can select recipient addresses and launch a new email message with the cards attached as a PDF file.
New & Print: Opens your workstation's print selections window, with the Auto ID cards already selected to print on your workstation's default printer. - Make your selections for the ID card and choose the vehicle or vehicles from the list. See the Auto ID Selections section in this topic for definitions of the fields.
- When you have made your selections click Create in the upper right corner of the Auto ID Card Selection form. The ID card appears with shading in the areas where you can enter information.
- To make changes to the card click the Edit icon on the toolbar, or from the menu click File > Edit.
The data you type on the Form using the editing feature is saved with the Form in eForms Manager. It is not saved in the policy database and does not flow back to the policy data entry form. - When your changes are complete click the Save icon on the toolbar or from the menu click File > Save.
Procedure #2
- From the Customer/Policy Transaction/Form Tree in the eForms Manager, select the policy or the line of business that includes the vehicles you want to create ID cards for. From the menu click Create > AutoId. The Auto ID Card Selection form appears in the view pane.
- Make your selections for the ID card and choose the vehicle or vehicles from the list. See the Auto ID Selections section in this topic for definitions of the fields.
If you select multiple vehicles, the selections you make for the ID card must be the same. If they are different, repeat the steps in this process and create a separate ID card. - When you have made your selections click Create in the upper right corner of the Auto ID Card Selection form. The ID card appears with shading in the areas where you can enter information.
- To make changes to the card click the Edit icon on the toolbar, or from the menu click File > Edit.
The data you type on the Form using the editing feature is saved with the Form in eForms Manager. It is not saved in the policy database and does not flow back to the policy data entry form. - When your changes are complete click the Save icon on the toolbar or from the menu click File > Save. The new ID card appears in the Customer/Policy Transaction/Form Tree.
To create an Auto ID Card without vehicle information from a policy:
- From the eForms Manager, Customer/Policy Transaction/Form Tree select the policy that you want to create ID cards for. From the menu click Create > AutoId. The Auto ID Card Selection form appears in the right pane of the window.
- Make your selections for the ID card. See the Auto ID Selections section in this topic for definitions of the fields.
- When you have made your selections click Create in the upper right corner of the Auto ID Card Selection form. The ID card appears in place of the selection form.
- To enter the information on the ID card, click the Edit icon on the toolbar, or from the menu click File > Edit. The ID card appears with shading in the areas where you can enter information.
The data you type on the form is saved with the form in eForms Manager. It is not saved in the policy database and does not flow back to the policy data entry form. - When you have finished entering the vehicle information click the Save icon on the toolbar, or from the menu click File > Save. The new ID card appears in the Customer/Policy Transaction/Form Tree.
After selecting to create a new Auto Id, the Auto ID Card Selection form appears with the following selections:
Field/Selection | What is this? | ||||||||||||||||||
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Delete card(s) when eForms closes | If you do not want to get a record of the Auto ID card within eForms Manager, select this option. If you enter an Activity, the card is saved as an attachment to the Activity. | ||||||||||||||||||
Default Information to use - Insured Name | Select the name that prints on the card.
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Default Information to use - Insured Address | Select the address to print on the card. The options are:
If no information exists on the policy for the default address to use, AMS360 automatically prints the customer address. | ||||||||||||||||||
Default Information to use - Card Issuer Name/Address | Select the issuer name and address to print on the card. The options are:
The writing company name and NAIC code print on the ID card, even though you choose Agency name and address as the issuer. Some Auto Id Cards do not allow for a five- digit telephone extension. For example, the field for the Issuing Agency/Company phone and extension on the ACORD 50 NJ (3/2007) is only 19 characters in length. Therefore, the extension does not print nor display. | ||||||||||||||||||
Form Selection | Use to specify the following:
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Fleet Cards | Use this option to print cards with Fleet in the Make/Model section of the ID card. When you check this box the Vehicle List is disabled. | ||||||||||||||||||
Vehicle List | Displays the vehicles for the policy selected in the Customer/Policy Transaction/Form Tree. The following information, if entered in policy line of business data entry, appears for each vehicle:
Select one, or multiple vehicles from the list to create ID cards. Cards printed on different state Id card types, must be selected individually or in groups by card type. |
What's Next?
Do you need more information on printing or emailing the ID card? See eForms Manager Print Options or eForms Manager Email Options.