List Setup

Use List Setup to customize and manage the items appearing in list boxes throughout AMS360.

List Setup Types
Acquisition	Construction Types	Kind of Loss
Additional Interest Type	Coverage Options	Occupation
Attachment	Document Categories	Personal Property Class
Business Origin	Document Types	Position
Business Type	Driver Status	Relationship
Claim Contact Types	Driver Violations	Subject of Insurance
Claim Paid By Types	Entity Type	Vehicle Body Type
Claim Payment Types	Group Types
Company Personnel Position	Heat Type

See Definition and Use of Each List in this topic for the supported list setup types.

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Definition and Use of Each List

The following list setup types are available.

Acquisition	Identifies the method by which the Customer was acquired. Example: Another customer who facilitated the introduction. Used In: Business with Agency section of the Customer Setup.
Additional Interest Type	Indicates the kind of interest an Additional Interest has in a policy. Example: An interest can be a Mortgagee, Loss Payee, Lien Holder, or Additional Named Insured. This type also applies to Certificate Holders. Selecting an Additional Interest Type limits the names in the Additional Interest list to those that are assigned to that type. Used In: Line of Business data entry forms: Certificates, Claims.
Agency Business Classification	Used to create a personalized list to classify businesses. Example: Personal, Commercial, Life, Motor.
Attachments	Identifies the documents being sent with an application. Example: Photograph, Motor Vehicle Report, Bill of Sale, or Additional ACORD Forms such as Replacement Cost Worksheet and Premium Payment Settlement. Used In: Line of Business data entry forms Business Type.
Business Origin	Identifies the method by which the Policy was acquired. Example: Transfer or Referral. Used In: Business with Agency section of the Customer Setup.
Business Type	Identifies the type of business for a premises on a Commercial Property application. Example: Non-profit, Cooperative. Used In: Rating Information in the Underwriting section of the Commercial Property Line of Business data entry form.
Claim Contact Type	Used to identify the category or type of contact for a claim. Example: Third Party Adjuster. Used In: Payment & Reserve section of the Claims data entry.
Claim Payment Type	Indicates the type of payment being made for a claim. Example: Miscellaneous Expenses. Used In: Payment & Reserve section of the Claims data entry.
Company Personnel Position	Used to create a list of personnel types typically found in Insurance, Brokerage, and Finance companies. Example: Underwriter, Claims Adjuster, and Download Specialist. Used In: Company Setup, Line of Business data entry forms.
Construction Type	Identifies the type of construction for a premises on a Commercial Property application. Example: Poured Concrete, Steel. Used In: Rating Information in the Underwriting section of the Commercial Property Line of Business data entry form.
Coverage Option	Lists coverage options for vehicles listed in the Line of Business data entry forms. Example: Extended Work Loss, Gainfully Employed, and Income Credit. Used In: Auto data entry forms.
Document Categories	Indicates what type of document you are creating via Form Letters, Schedules, and Proposals. Example: Extended Work Loss, Gainfully Employed, and Income Credit. Used In: Auto data entry forms.
Document Types	Indicates the type of documents you are saving in Doc360. Example: Census, Advisories, Application, Certificate. Used In: Activity Attachments, Doc360 Document Distribution, Doc360 Match Pending Attachments, Doc360 Search, My Documents view > View Options.
Driver Status	Categorizes the status of residents (potential drivers) in a policy household. Example: Excluded, Non-Rated, and Unlicensed. Used In: Driver Information section of a Private Passenger Auto data entry form.
Driver Violations	Lists types of tickets or accidents for a driver listed on a Personal Auto Policy. Example: DWI or Drugs, Careless Driving, and Vehicle Equipment Violation. Used In: Accidents/Convictions section of the Private Passenger Auto data entry form.
Entity Type	Indicates the type of unit the insured represents. Example: Individual, Association, Corporation, Trust, Limited Liability Company. Used In: General Information section of the Customer data entry form, First Named Insured and Supplemental Names sections of the Policy data entry form.
Group Type	Used to categorize or identify related activities. Example: Claim, Endorsement, New Business, Renewal. Used In: Activity > New, Activity > View, Activity View > View Options.
Heat Type	Used to identify the type of heating in the home. Example: Electric baseboard, Electric Central forced-air. Used In: Rating/Underwriting section of the Location Information section of the following two forms: Homeowner data entry form, Dwelling Fire data entry form.
Kind of Loss	Indicates the type of loss that occured on a claim. Example: Buglary, Collision, and Fire. Used In: Claims data entry forms, Claims Report.
Occupation	Identifies the type of work the individual performs. Example: Law Enforcement, Technical. Used In: Drivers section of the Driver Information section of the Auto policy data entry form.
Personal Property	Used to identify the types of property covered on a policy. Example: Bicycles, Coins, and Furs. Used In: Homeowners data entry form.
Position	Employee position classification for Crime policies. Example: Accounts Payable Clerk, Night Manager. Used In: Positions section of the Classification section of the Crime Line of Business data entry form.
Relationship	Used to indicate the relationship of a dependent or driver to the primary insured. Example: Non-related dependent, In-laws. Used In: Dependents section of the Customer data entry form, Drivers section of the Driver Information section of an Auto policy data entry form.
Subject of Insurance	Identifies the unit(s) at risk insured at a particular location. Example: Antique Dealers, Building, and Accounts Receivable in Transit. Used In: Commercial Property data entry form.
Vehicle Body Type	Categorizes the type of vehicle insured on a policy. Example: Two Door Sedan, Two Door Hatchback, and Two Door Liftback. Used In: Private Passenger Auto data entry form, Business Auto data entry form, Personal Umbrella data entry form.

Fields in List Setup

Click New (or Edit) and enter the following information. When finished, click Add (or Update). The updated information appears in the associated grid. To add multiple entries, repeat this procedure.

Code	Type a unique code to identify this item.
Description	Type a unique description to appear in the list.
Active	When selected, the item is active and appears in lists throughout AMS360.
Permanent	An "X" appears in this field if the list item came with AMS360, and can never be deleted. Permanent list entities can be inactivated so they do not appear in lists throughout AMS360.

What's Next?

Do you need to add, edit, inactivate, and/or delete items in List Setup. See Workflow: Adding, Editing, and Deleting Items in List Setup.

List Setup

List Setup Types

What's Next?