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. |
- In the Customer Center, select the customer.
- On the sidebar menu click Views > Policies.
- To create a new policy, click New Policy(available in the Policies view only).
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To edit an existing policy, click the link in the Policy # column.
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.
Complete the following sections, paying attention to the red required fields:
Field/Group Name | What is this? | ||||
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Policy #\ |
The number assigned to the policy or submission by the insurance company. This number was initially entered on the Create New Policy or Create New Submission data entry form when you entered basic information about the policy or submission. It is important to set agency formatting standards for entering policy/submission numbers. Example The system sees HO 37959602 and HO379596-02 as two different numbers on reports due to the use of spaces and dashes. Downloaded policy/submission numbers do not have spaces or dashes. |
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Eff/Exp Date |
The policy/submission period (effective/expiration) that was entered on the Create New Policy or Create New Submission data entry form.
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Change |
Use this link to change the Effective Date and Expiration dates of the policy/submission. See Change Policy Effective Date for more details on this process.
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Continuous |
Select this check box if the policy/submission has no expiration date. For example, a life policy. This can be set on the Create New Policy or Create New Submission data entry form when you create the policy or submission. |
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Type of Business |
Select the type of business from the list. The options are:
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Filter Data Entry and Lines of Business by Type of Business |
Use this check box to control the sections that display in the Policy or Submission form. If selected, certain form sections display based on the Type of Business you selected. Example Select the Filter Data Entry and Lines of Business by Type of Business check box and select Personal Lines as the Type of Business. The Personal Co-Insured section appears on the form. Select the Filter Data Entry and Lines of Business by Type of Business check box and select Commercial Lines as the Type of Business. The Commercial Supplemental Names section appears on the form instead of the Personal Co-Insured section. In addition, when this check box is selected, the Line of Business section filters and displays only those lines of business associated with the Type of Business you select. It is selected by default. If cleared, all possible form sections display. |
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Business New to Agency |
If this policy/submission represents business new to your agency, select this check box. |
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Premium Financed |
Select this check box if the policy/submission is premium financed. If selected, the information defaults to certain applications and forms. |
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Exclude from Download | Select this check box if you wish to prevent any download transaction from automatically applying to the policy. | ||||
Exclude from Purge |
Select this check box to exclude the policy/submission from being permanently deleted. See Purge for more information. |
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Policy Type |
Select the type of policy/submission from the list. The options are:
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Status |
Select the current status of the policy/submission. This selection appears in the status column on the Policies or Submissions view when viewing a customer in the Customer Center. The available statuses are as follows:
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Prior Policy |
Type the prior policy/submission number or select from a list of the customer's policies/submissions. You can leave the field blank if no prior policy/submission exists or you do not have the number.
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Renewal List |
Choose when you want the policy/submission to appear on an Expiration/Renewal List. The options are:
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Renewal / Term Count |
Shows the number of times the policy has been renewed after clicking the "Renew Action" button on either the Customer Policies View or within the policy.* *This field is not available for submissions as of Version 23R3. |
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Notation |
Select a notation for this policy/submission, if applicable. When selected, the notation appears in the Notations column of the Policies/Submissions view while viewing a customer in the Customer Center.
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Description |
Type a description of the policy. |
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Origin |
Identifies how the policy was entered in AMS360. This field is informational only and cannot be changed. Origins include:
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Auditable? |
Select this check box if the policy/submission is audited. If select, select the frequency (how often) the policy/submission is audited. The information appears in the Dec Page view and defaults to certain applications and forms. |
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Frequency |
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Signature on App |
The signature that you want to appear on the application, if appropriate. The list includes all licensed employees of the agency. For more information, see the General section of Employee Setup. The typed name and signature appear on the application if: the selected employee has a signature set up in Employee Setup. the logged in user is authorized to use the signature. For more information, see the Signature section of Employee Setup. |
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Company |
Type of Company: This field was set based on the company you selected on the Create New Policy or Create New Submission form. The types of insuring companies are: To change the company type, click Change.
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The Primary Service Group pulls to the policy/submission as follows:
The following options are available: View Policy Personnel: Click this link to open the View Policy Personnel form, where you can view the policy/submission's personnel history.
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Business Unit |
Once an accounting transaction exists on a policy you cannot change the Business Unit. These fields are no longer accessible at the policy level. If a change of assignment is required due to adding an additional department or activating Branch or Group after initial system setup, see the possible work flow options below: No Point in Time Cut Off
If it is not critical that accounting records reflect the new business unit assignment as of a specific point in time cut-off date, change the policy-level assignments as each policy renews.
Point in Time Cut Off
If it is critical that accounting records reflect the business unit assignment as of a specific cut-off date and mid-term policy reassignments are required (such as in cases of a division change due to a corporate ownership change), follow the steps below:
The following business units are available:
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Billing/Payment |
Bill Method: Determines how the policy billing posts. The options are: The default bill method is Direct Bill unless the policy is Multiple Entity or the company type is Subscription. Then, the bill method defaults to Agency Bill and cannot be changed. Policies with Benefits as the Type of Business should retain the default Direct Bill method. See Workflow: Bill a Benefits Policy with Agency Bill Fees for more information.
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Policy Premium Totals |
The following applies to the Unbilled Premium total:
The following applies to the Billed Fees & Taxes:
The field does not appear for Subscription policies.
The following applies to the Unbilled Fees & Taxes total:
This field does not appear for Subscription policies.
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Field | What is this? | ||||
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First Written | A dropdown to indicate when the policy was first written; this will default to the current date when a policy is initially written. | ||||
Business Origin | A dropdown to indicate how the policy was originally attained. If this is filled in the Customer Section, it will auto-populate the same data. | ||||
Agency Business Classification |
The SIC (Standard Industry Classification) code. |
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Mail Policy To |
Indicates where the policy/submission is mailed. This information defaults to the appropriate field on personal lines applications and is useful in uploaded policies/submissions. The options are:
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Additional Company Information |
Accounting #: This is the account number used for billing purposes. It is assigned by the billing entity. This field can be downloaded.
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Premium Adjustment |
Type any applicable premium adjustment. |
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Agency Negotiated Commissions |
Type commissions that are outside of your agency/company contract. Commissions entered in this field override the company defaults set up in the Commission Setup section, or the Writing Company/Commission Setup section of Company Setup. Your choices are:
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This section appears only for policies/submissions entered for a Master Customer. Use this section to enter the following information:
- Identify the policy/submission as a Multiple Entity Policy.
- How to track receivables information for the policy/submission.
- Enter Sub-customers insured by the policy/submission.
Field | What is this? | ||
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Multiple Entity |
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The primary executive, representative, broker (if applicable), and any additional personnel entered in customer information automatically default to the policy/submission.
To learn more on how these personnel are setup and populate the policy/submission, see:the Exec/Rep/Broker and Service Groups in Customer Setup.
To learn how these personnel populate the policy/submission, see the Primary Service Group section above.
The following outlines the actions available in this section and their uses.
Action | What it does... | ||
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New |
Opens either the Add Personnel to Policy or the Add Personnel to Policy on Billed Policy data entry form dependent on whether the policy has been billed or not. Use these forms to add personnel to the policy/submission. For additional information on the Add Personnel to Policy or the Add Personnel to Policy on Billed Policy form, consult Working with Policy Personnel. When adding personnel, keep the following in mind:
For procedural help on adding personnel to a policy/submission, see How to Add Personnel to a Policy. |
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Edit |
Opens the Edit Personnel or the Edit Personnel on Billed Policy data entry form where you can change limited information for the selected person. For more information on editing personnel on a policy/submission, consult Working with Policy Personnel. For procedural help on changing personnel before and after the policy is billed see How to Edit Personnel on a Policy. *NOTE: The "Edit" action has been removed from the personnel section and secured behind the "View Commission Action" item for Version 23R3 and beyond. |
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Delete |
Opens the Delete Personnel or the Delete Personnel on Billed Policy data entry form for the person selected in the grid. For additional information on deleting personnel, consult Working with Policy Personnel. You can only delete personnel when:
For procedural help on deleting personnel before and after the policy has been billed, see Workflow: Delete Personnel on a Policy. |
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Replace |
Opens the Replace Personnel or the Replace Personnel on Billed Policy data entry form where you can replace the selected personnel with another employee or broker. For additional information on replacing personnel, consult Working with Policy Personnel. For procedural help on replacing an employee see How to: Replace Personnel on a Policy. |
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View Policy Personnel |
Click View Policy Personnel to view the history of personnel assigned to this policy/submission. For additional information on viewing personnel, consult Working with Policy Personnel. The View Policy Personnel form opens for viewing only and displays the following:
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View Commission |
Opens the View Commission data entry form where you can view, add, edit, or delete personnel. For access to the View Commission link, the following security item needs to be set to Full Access: Feature: Policy Group: Policy Task: Link- View Commission |
Field | What is this? | ||
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Update from Customer |
Click to populate the current data entered in Customer information into these fields. |
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First Name |
These fields populate from Customer information, but can be changed. |
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Middle Name |
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Last Name |
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Firm Name |
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Entity Type |
Some companies require that you specify the type of business, group, or individual, named as the First Named Insured on the policy/submission. Select the appropriate entity type for the First Named Insured. |
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No. of Members and Managers |
For Limited Liability Corporations (LLC) enter the number of members and managers. This field integrates with AMS Producer Plus. |
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Declaration Name |
The Declaration Name field populates from the Firm Name in Customer information. This information can be added to or changed. Type the name of the person(s) or business(es) who are to be named first in the policy/submission declaration. You can type up to 510 characters in this field. This information populates many applications and forms.
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Mailing Address & Phone Numbers |
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The information in this section populates from customer information, if entered. Otherwise, enter the information based on the First Named Insured. Enter personal information for other insureds in the Co-Insureds section.
Field | What is this? |
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Current Residence is Owned |
Select the option that applies to the first named insured. |
Current Residence is Rented |
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At Current Address Since (MM/YYYY) |
Type the month and year that the first named insured first moved to their current residence. |
Total Number of Vehicles in Household |
Type the total number of vehicles in the household whether owned by the first name insured or not. |
Date of Birth |
Enter the birth date of the first named insured, if known. |
SSN |
Type the social security number for the first named insured. |
Marital Status |
Select the marital status for the first named insured, if known. |
Known Since |
Type how long your agency has been acquainted with the first named insured. |
Current Address |
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Previous Address |
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Employer Information |
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Enter any additional information or remarks that apply to the first named insured. This information prints on the overflow pages of applications and forms.
Use to enter the names of other groups or businesses (not individuals) who are named as insureds, but are not the first named insured. If it exists, the DBA name from Customer Setup populates section. These names, email addresses, and phone numbers are available in Contacts.
For Multiple Entity policies/submissions, the names can already appear in this section if they were selected as Additional Named Insureds in the Multiple Entity section. |
Field | What is this? |
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Get Sub-customers |
Click to open the Get Sub-customers data entry form. Use to identify the sub-customers that should be included in the Commercial Supplement Names section as Additional Named Insureds. To add, select the Add as Additional Named Insured check box for each sub-customer you want listed in the Commercial Supplemental Names section of the policy/submission. |
Name |
Type the name as you want it to appear on applications and forms, including capitalization and punctuation. |
Type |
Select the type (aka, beneficiary, additional insured) of insured you are entering. |
Entity Type |
Some companies require that you specify the type of business, group, or individual named as a Supplemental Name on the policy/submission. Select the appropriate Entity Type for the Supplemental Name you are entering. |
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Type this insured's email address as you want it to appear on applications and forms. |
Phone Numbers |
Type this insured's phone numbers as you want them to appear on applications and forms. |
This section is for contact persons affiliated with the insured. The information populates from the Contacts section of Customer Setup, if entered. Add as many contact names as needed.
Field | What is this? | ||
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Name |
Select a name from the list (contacts entered in Customer Setup) or type the name as you want it to appear on forms, correspondence, and reports, including capitalization and punctuation. |
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Title |
Enter contact's professional title, if applicable. If you selected a name from the list, default data populates from the Contacts section of the Customer Setup. |
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Responsibility |
Select a responsibility for the contact.
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Salutation |
If you selected a name from the list, default data populates from the Contacts section of the Customer Setup.
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Address Information |
If not already populated, enter the contact information as you want it to appear on the application and other forms. |
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Phone Numbers and Email |
If not already populated, type Contact's phone and email contact information. |
Use this section to enter underwriting information unique to a commercial type business. This data populates from Customer Setup, if entered.
Field | What is this? |
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Business Information |
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Nature of Business |
Enter a description of the customer's business operations. This information populates the appropriate field on applications and forms. |
Use this section to enter the schedule of Locations for the policy/submission. Enter the physical address of the covered Location and then use the Buildings sub-section to define the structures at the Location. This information populates the applications and forms, as well as the Dec View.
This section of the policy uses a type-in-grid where you can enter information in the grid without opening the expanded data entry fields. If you want to add, edit, or delete information using the extended field you can select those options from the section menu. See the Grids in AMS360 topic for more information on how to use this feature |
Field | What is this? | ||
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Location # |
Increments sequentially. You can change if necessary.
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Address |
Enter this information as you want it to appear on applications and other forms, including capitalization and punctuation. |
Buildings
Enter information about the structures at each location.
This section of the policy uses a type-in-grid where you can enter information in the grid without opening the expanded data entry fields. If you want to add, edit, or delete information using the extended field you can select those options from the section menu. See the Grids in AMS360 topic for more information on how to use this feature |
Field | What is this? | ||
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Building # |
Increments sequentially, but can be changed if necessary.
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Address Same as Location |
Select this check box to pull the address information from the location section. |
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Address |
If you did not select the Address Same as Location check box, enter the address as you want it to appear on the application and other forms, including capitalization and punctuation. |
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Description |
Type information about the function of the building. Example Warehouse, office, barn, grain elevator, etc. When entered, this description appears in other areas, such as the ACORD Commercial Property form, and helps you coordinate assigning value to buildings. |
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City Limits |
Choose the selection that applies to the location of the building from the list. |
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Interest |
Choose the selection that applies to the insured's interest in the building from the list. |
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Year Built |
Type the year the building was built. |
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Annual Revenues |
Type the yearly revenue for this individual building if applicable. |
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# Employees |
Type the number of employees at the building. |
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% Occupied |
Type a percentage of the building is occupied by the insured. |
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Part Occupied |
Type details describing the area of the building occupied by the insured. |
These questions correspond to the General Information portion of the Applicant Information Section of the ACORD Commercial Insurance Application (125). Click Set all "No" to answer all questions No. You can then change individual answers to Yes, as necessary. Explain all Yes answers in the Remarks sub-section.
Use this section to add one or more lines of business to the policy/submission and then open the line of business to enter specific policy/submission detail. Enter a line of business for all applications included in the policy/submission.
Example For a package policy that includes property, general liability, and crime, you will enter all three lines of business.
Field | What is this? | ||
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Copy Line of Business |
Click this link if another policy/submission exists that has the line of business detail that you need for this policy/submission. See Copy Line of Business for more information. |
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Line of Business |
Select the line of business you are adding to the policy/submission. For information on adding a line of business to the list, see Line of Business Setup.
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Application |
Choose the form to use when creating the application for this line of business in eForms Manager. Certain permanent lines of business default to a specific application. Example The general liability line of business defaults to the ACORD 126-Commercial General Liability. Some lines of business do not have a default application. You can select an application from the list. If no listed form is appropriate, leave this field blank. The Business Auto and Truckers lines of business require that you select your state-specific ACORD 137 Commercial Auto form. This ensures that the proper overflow forms are created later, when you create the eForms for this line of business. Example You select Line of Business > Business Auto, and then select a state-specific ACORD 137 form under Application. Later, when you create the eForms for this line of business, the ACORD 127 Business Auto form is produced, along with the state-specific ACORD 137 form.
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System Data Entry |
You can use a system data entry form to enter detail that is different from the application you want to create in eForms Manager. Choosing a system data entry form allows you to enter and track line of business detail. Use the Line of Business Remarks to enter information about a line of business that doesn't fit one of the other types of system data entry forms. The line of business Remarks is a free-form area that you can use to enter and track information on the policy/submission. The information doesn't populate specific fields on a form, but will print on overflow pages. |
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Company Plan |
Select a plan, if applicable. If a company-specific plan is associated with the selected line of business, and has been set up, then it appears in this list. For more information on setting up plans, see Company Plan Setup. For information on attaching plans to a specific company, see Company Setup. |
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Description |
Type information that distinguishes this line of business from the others. Example For multiple homeowners applications you may want to enter the property address or another identifier such as primary residence or vacation home. |
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Application Version |
The edition date of the ACORD application pre-fills this field. If multiple versions of the application are available you can choose the version you want to use. |
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Writing Company |
Defaults based on the selection made in the Basic Policy/Submission Information section but can be changed, if necessary. |
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State Plan |
Type the state-sponsored insurance plan code associated with the line of business, if any. |
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Sort Order # |
Displays the order in which the lines of business were added. You can use this field to rearrange the order that these lines of business appear in the grid and on applications and forms. |
When the Transaction Premiums / Billing section is first expanded, the Transaction Totals group appears. The totals are display only, and are for all lines of business for this policy transaction only.
Other characteristics of this section include:
- If the policy is set up as a Multiple Entity policy, the View Sub-Customer Premiums link appears in the Transaction Totals area.
- If the policy transaction is a binder, information concerning the status of the binder appears in this section.
- To update the Transaction Totals display to include newly entered amounts, click Save.
The Policy Premium Totals group in the Basic Policy/Submission Information section displays the cumulative totals for the policy term.
Totals | What is this? | ||||
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Premium |
The total of all premiums entered in the Premium grid column for all lines of business for this transaction.* |
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Billed Premium |
The total of all billed premiums displayed in the Billed grid column for all lines of business for this transaction.* |
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Unbilled Premium |
Premium minus Billed Premium. This amount is not yet invoiced or posted on a direct bill statement. |
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Fees & Taxes |
The total of all fees and taxes entered in the Amount grid column for all lines of business for this transaction.* |
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Billed Fees & Taxes |
The total of all fees and taxes displayed in the Billed grid column for all lines of business for this transaction.* |
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Unbilled Fees & Taxes |
Fees & Taxes minus Billed Fees & Taxes. This amount is not yet invoiced or posted on a direct bill statement. |
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Business Unit Split |
Use this feature to split revenue and expenses across multiple business units on an invoice.
Security Requirements for Business Unit Split
To use this feature, Business Unit Split must be turned on in Agency Setup. User requires Security Group Full Access to:
To Add a Business Unit Split from a Template
To Create a Unique Business Unit Split for this Policy
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View Sub-customer Premiums |
Click this link to view the premiums and non-premiums entered/billed for the sub-customers on the policy. This link is only available on a Multi-Entity policy. |
*Does not include rows with Don't Include in Premium Totals selected in Premium Display Options.
The Transaction Totals are calculated for you as you enter premiums and invoice the policy.
Enter the Estimated Revenue Percent after entering the premium in the grid and press Calculate. AMS360 calculates the Estimated Revenue for the Transaction Premium you entered.
A transaction row appears in this grid for each line of business entered on the policy.
The Premium, Written Premium, and Full-term Premium fields are type-in-grid fields. Click Edit on the section menu to display and/or change other fields available for edit.
Column Name | What is this? | ||||
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Line of Business |
In Edit mode, pulls from the line of business section. In New mode, select the line of business you are adding from the list. |
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Plan |
In Edit mode, select the company plan type. If a plan is attached to a line of business for a company, then the plan defaults from Company Setup. |
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Description |
In Edit mode, enter a description to appear on the invoice. A default description appears based upon the line of business selected, but can be changed. |
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Writing Company |
In Edit mode, the name of the insurance company appearing on the declarations page of the policy. Defaults from Basic Policy Information, but can be changed. If this is a Subscription policy, Subscription appears in the grid as a link to the Subscription Companies form. Use this form to allocate premiums among the companies participating in the risk in preparation for invoicing. |
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Premiums |
The value in this field defaults based on the Default Company Setting in Agency Setup, or the Billing Options section of Company Setup.
If the How Billed value is Direct Bill Entry, then the Premium Display Option defaults to Include in Premium Totals and can be changed. This is to prevent duplicate entries as the Billed amount and Cost of insurance in the Basic Policy Information section is updated when you post the Direct Bill Entry Statement.
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Action | What is this? |
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New |
Use to add a line of business at the premium level for billing purposes only. Example To invoice a multi-line policy as a package, add the line of business Package (C) in the Transaction Premiums section and enter the full amount in the Premium field.Using this option, production analysis statistics report Package (C) as the line of business, rather than the individual lines in the package. Adding a line of business does not add it to the Line of Business section of the policy. |
Edit |
Use to change the fields for the row you have selected in the grid. Use this action to enter premiums for lines of business you want to invoice. |
Delete |
Use this option to delete any premium rows that will not be invoiced. You cannot delete previously invoiced premium rows. |
Use this section to set up non-premium amounts before invoicing the policy transaction. Click Edit on the section menu to display fields available for edit. The Amount field is available as a type-in-grid field.
Field Name | What is this? | ||
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Charge Type |
Use to identify the class of non-premium charge. See Billing Charges and Credits Setup for a description of each charge type.Billing Charges and Credits Setup |
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Description |
Type the description you want to appear on the invoice. The field populates with the description for the Charge Type, but can be changed. |
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Company |
The Company field defaults based on the Charge Type selected:
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Amount |
Type the amount of the non-premium charge. You can enter using type-in-grid functionality, or click Edit and enter the Amount of the charge. |
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Billed |
Not available for edit. An amount appears in the grid display only when posted billings exist on the policy. |
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Business Unit |
The Business Unit column only appears when a Business Unit Split template is selected. Click the link to open the Business Unit Split data entry form and allocate the premium among the Business Units assigned to the template.
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Multiple Entity |
The Multiple entity column only appears for multiple entity policies and contains a Split Premiums link. Click to allocate the non-premium among the Master/Sub-customers. |
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Add full amount to first installment |
Check this box to bill the full amount of the charge on the first installment. If not checked, the charge is divided across all installments. |
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How Billed |
This field is critical to the correct posting of accounting detail. The selections are: The value in this field defaults based on the Default Company Settings in Agency Setup, or the Billing Options section of Company Setup.
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Premium Display Option |
Example Choose this option for Inquiry and Quote transactions. By choosing this option the non-premiums entered in these "non-binding" transactions are not included in the totals. |
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Reconciled |
This field is display only.
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Action Option | What is it? | ||
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New |
Use to add a charge type at the non-premium level. |
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Edit |
Use to change the fields for the non-premium rows you select in the grid. |
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Delete |
Use this option to delete any non-premium rows that are not to be invoiced.
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There must be an amount in either the Unbilled Premium or Unbilled Fee & Taxes in the Transaction Premiums / Billing section. Once this is complete, select the appropriate options in the Invoicing section, described below, and click Create Invoice.
Field/Link | What is this? | ||
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Bill Method |
The Bill Method defaults from the Basic Policy Information section > Billing/Payment group, but can be changed, unless the policy type is Multiple Entity, or the company type is Subscription. In these cases, the Bill Method must be Agency Bill and cannot be changed. Select one of the following, if applicable: |
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Pay Plan |
Select the payment plan defined by the insurance company. The most common choice is full pay. See Payment Plans Setup for more information on setting up these plans. |
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Premium to Bill on Effective Date |
For installment pay plans, type the amount you want to bill on the first installment in this field. AMS360 will then divide the remaining amount among the remaining installments. |
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Base Installment Dates on |
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Create Invoice |
When the billing options above are set and you are ready to invoice, click Create Invoice. The Invoice data entry form appears. |
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View Invoice |
Use this link to view a previously invoiced transaction.
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Suspended Billing Exists on Policy |
This link only appears if a billing is suspended or stopped before posting is complete. Click the link to finish the billing and post the invoice. |
Invoicing depends on the information you enter in the following sections of the Policy data entry form:
Section | What should I do? |
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Line of Business |
Add one or more lines of business. |
Transaction Premiums / Billing |
Filling out the fields in the following sub-sections create an amount in the Unbilled Premium and/or the Unbilled Fees & Taxes fields in this section.
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Option/Link | What is this? |
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Any losses, whether or not paid by insurance, during the last 3 years? |
Select Yes or No as to whether this insured has had any losses in the last 3 years. |
Get Loss History |
Click this link to pull claim or loss history information previously entered in AMS360. |
If loss history information is not available, you can enter loss history information by line of business in this section.
Field | What is this? | ||
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Date of Loss |
Type the date the loss occurred or select it from the date picker. |
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Date Reported |
Type the date the loss was reported to the agency or insurance company or select it from the date picker. |
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Line of Business |
Select the line of business that provided coverage for the loss. Example For a collision involving a car in a fleet choose Business Auto. |
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Kind of Loss |
Select a loss type (collision/earthquake) from the list. For additional information on how to setup new loss types, see List Setup. |
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Claim Status |
Select the status of the claim from the list. |
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Description |
Type additional information about the loss, if applicable. |
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Policy # |
Select the policy/submission number under which the loss was covered. |
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Effective Date |
Type the effective date of the policy/submission covering the loss or select it from the date picker. |
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Expiration Date |
Enter the expiration date of the policy/submission covering the loss or select it from the date picker. |
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Company |
Select the company that provided coverage at the time of the loss. |
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NAIC Code |
Type the NAIC code for the insurance company. It defaults if entered in Company Setup. |
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# of Claims |
Type the total number of claims reported under the policy/submission and term you are entering. |
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Claim Payment Information |
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Print with |
Choose whether the loss history information should print at the policy/submission level by selecting the Policy option, or should print at the line of business level by selecting the Line of Business option and then selecting a line of business from the list.
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Use this area for general remarks about the loss history information.
Enter information about the customer's previous insurance policies/submissions.
Field | What is this? |
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Copy Prior Carrier Information |
Opens the Copy Prior Carrier form where you can select and copy prior carrier information, already entered, to this policy/submission. |
Line of Business |
Select the line of business written in the prior policy/submission. Your choices are:
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Print With |
Choose how the prior carrier information should print by selecting one of the following options:
The Policy option is the default. |
Policy # |
Enter the policy/submission number of the prior policy/submission. |
Effective Date |
Enter the effective and expiration dates for the prior policy/submission. |
Expiration Date |
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Company Info |
Company: Select the company that previously provided coverage.
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Producer |
Enter the name of the agency or agent/broker who wrote the prior policy/submission. |
Additional Information |
If you choose one of the following lines of business while entering Prior Carrier information, additional fields appear. Select the line of business below to see the additional information you can enter. General Liability
Business Auto Liability
Property
Personal/Other Line
Enter the annual modified premium charged (not including taxes or service charges) for the specified line of business in the Premium field. |
Enter information about the customer's other in-force insurance policies.
Field | What is this? |
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Policy # |
Select from the list, or enter the policy number of the customer's other insurance policy. |
Effective Date |
Type the effective and expiration dates for the other insurance policy or select it from the date picker. |
Expiration Date |
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Line of Business |
Select the line of business written in the other insurance policy. |
Company |
Select from the list or enter the company that is providing coverage for the other insurance policy. |
NAIC Code |
Type the NAIC code for the insurance company. It defaults if you also have this particular company setup in your system and the code is entered in Company Setup. |
Company Plan |
If you know the Company Plan for the other insurance policy, enter or select it from the list. |
State Plan |
Type the state-sponsored insurance plan code associated with the line of business, if any. |
Enter policy/submission-level coverages. This section is only for those coverages that cross lines of business. For example, Package or Multi-Line discounts that apply to the entire policy and not a single line of business.
Download uses this section to download policy level coverages.
This section is not intended for blanket limits that may apply to a specific line of business such as blanket property limits or CGL limits. These types of coverages apply to all locations and should be entered on the line of business data entry form. Refer to the specific line of business topic for more information on how to enter blanket or line of business specific coverages.
Coverages entered in this section go to overflow pages when applications are created if, in e-Forms Manager, you've selected to include policy/submission level information. They don't populate the certificate, binder, or evidence of property insurance forms. Coverages entered on the line of business data entry form in the line of business section of the Policy/Submission data entry form do appear on these forms. |
Field | What is this? |
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Coverage |
The Coverages that appear in this list are coverages marked as Policy Level Coverage in Coverage Setup. |
Limit 1 |
Type the limits that apply to the coverage. Entries in both fields indicate split limits. |
Premium |
Type the cost of the coverage, if known. |
Ded Type |
Choose the type of deductible. |
Ded |
Type the deductible amount. |
Number of |
Type the number to use for rating purposes. |
Rate |
Type the rate, if appropriate. |
Miscellaneous Information |
Type additional information you want to include about this coverage. |
Sort Order # |
Type the order in which these coverages should appear in the grid and on applications and forms. |
Type the rating factors that apply to the coverage you entered.
Field | What is this? |
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Description |
Type a description of the factor. |
Factor |
Type the factor. |
Enter details about the forms that the carrier attaches to the issued policy/submission.
Field | What is this? |
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Form Number |
Type the number of the form, if known. |
Edition Date |
Type the month and year of the form. |
Form Name |
Type the name of the form as you want it to appear on the application and forms. |
Description |
Type any additional information about the form. |
Enter individuals or entities who have an insurable interest in this policy/submission. You can add as many Additional Interests (AI) as needed.
Field | What is this? | ||
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Copy Other Interests |
Click this link to quickly copy additional interests to a the policy/submission. |
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Type-in Grid |
Add information to a type-in grid by entering directly in each field on the grid. You can also use the actions, New, Edit, Delete on the section menu to work with the data in the type-in grid. The New and Edit actions open the data entry fields in the extended format. The Type-in Grid is then disabled.
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Type |
Select the term that best describes the nature of the insurable interest in the policy/submission item. Selections in this list are maintained in List Setup. |
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Name |
Type an additional interest or choose an interest from the list. Names are added to this list through Additional Interest Setup.
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Contact |
If the interest is a business, enter the name of the contact person. |
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Address |
Enter the information as you want it to appear on forms and correspondence, including capitalization and punctuation. |
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Phone Numbers and Email |
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Write Additional Interest to Setup |
Select this check box to save the contact information to the Additional Interest Setup. Once you click save, this Additional Interest can be selected from the Filter lists for any Line of Business. |
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Interest |
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Certificate |
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Policy |
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Loan Information |
Reference/Loan #: Type any reference information or loan number for the interest. Final Payment: If available, type the date the final payment on the obligation is due or choose it from the date picker. |
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Item |
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Desc of Ops/Special Conditions |
Complete the following fields for Additional Interests requiring Certificates of Insurance or Evidence of Insurance:
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Additional Information |
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Use this area for general policy/submission remarks. This information prints on overflow pages with the application.
Field | What is this? |
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Remark |
Type the text of the remark. |
Save remark with policy received in download |
Select this check box to have the remark copied to a newly downloaded policy/submission image. Use for information that is not included or would be overwritten in download. If selected, remarks sent by the company in download are added to any existing remark. If cleared, any remarks sent by the company in download will overwrite the existing remark. |
Include remark in export |
Select this check box to export the remark to rating, upload, or other vendor integration. Remarks are only included in export if this box is checked. However, some vendors may not map remarks. Therefore, the remark may not appear in your exported data even though this check box is selected. |
Use these fields to enter information about the date policy/submission rates were assigned, if available.
Field | What is this? |
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Line of Business |
Select the line of business to which the rate date applies. |
State |
Select the state to which the rate date applies, if applicable. |
Rate Date |
Select the date the rate was assigned. |
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.