Policy or Submission

Before completing the Policy or Submission data entry form, you must first Create the New Policy or Submission. Once the policy/submission is created you can enter policy/submission detail including risk and coverage details and other information needed to create applications and forms in eForms Manager. Invoicing is initiated from the policy data entry form. AMS360 maintains policy/submission history, including multiple transactions per policy, per day.

 

To help you quickly find a specific policy or submission within a large list, press CTRL+F. Internet Explorer will open a Find window. Enter a portion or all of the policy or submission number. Explorer searches the page you are viewing for your entry. If a match is found it appears highlighted in the list.

Complete the following sections, paying attention to the red required fields:

Forms Mapping

See where data flows to the ACORD and other forms.

Policy Premiums

See information about the many premium fields on the policy data entry form.

What's Next?

The Policy Menu Bar defines actions you can perform with the policy, such as, Endorsements, Renewals, and Binder transactions. You can also create forms in eForms Manager.

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