Workflow: Create a New Policy from a Policy Template

Do you find yourself writing the same type of policy for multiple customers? If you so, you're not alone. Policies with standard lines of business and coverages are the norm in most agencies. To streamline the entry of these types of policies you can create policy templates that include typical lines of business, coverages, and limits. Creating and using these templates saves not only data entry time, but also reduces E & O because you use a previously entered and verified policy.

This workflow assumes you have already created the template and describes the steps you take to use the template to create a new policy.

Workflow Chart: Create a New Policy Using a Policy Template

Using the Full Policy Template

1. Find Customer.
   1. From the Customer Center search for, select, and open the customer.
2. Initiate the copy policy action.
   1. From the sidebar select Views > Policies.
   2. Select the policy to copy by clicking anywhere on the row.
   3. From the toolbar, click Copy or
   4. From the sidebar select Actions > Copy Policy.
3. Copy the template policy.
   1. On the Copy Policy/Submission window, find the template customer and choose the template policy number to copy.
   2. Enter the policy number for the policy you are creating, enter effective date, verify the company, type of business, etc.
   3. In the Options section, choose all selections under Default from Current Customer (doing this updates the template policy with information for the customer you are using to create the policy, saving you the time of updating or entering this information), and click OK.
4. Enter and verify policy detail.
   1. Update the policy with specifics for the customer
   2. Continue with the Additional Steps section below.

Using Line of Business Information Only

Continue with the Additional Steps section below.

Additional Steps