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Creates a system-generated form where most of the information fills to the form based on data entered elsewhere in the system.

Creates a form where basic customer and limited policy information may flow to the form.

Creates a new form by copying an existing non-integrated form.

Creates Auto ID Cards for any state, including New York. See New York Auto ID card for more information on creating that type of card.

New: Creates a new Binder.

*Extend: Extends the dates of an existing binder. This selection copies the existing binder and assigns a new number.

*Copy: Copies all information on an existing binder, including additional interests, to create a new binder.

*Replaced by Policy: Use when the policy is issued that replaces the binder. The binder is cross-referenced with the policy number.

*Cancel: Cancels a binder and changes the status of the binder to cancelled.

*Additional Interests: Opens the Add/Edit Additional Interests form where you can create a binder for another interest.

New: Creates a master liability certificate to which you can add multiple holders.

*Holders: Opens the Add/Edit Certificate or EPI Holders form where you can create a certificate for another holder.

New: Creates a master property certificate to which you can add multiple holders.

*Holders: Opens the Add/Edit Certificate Holders form where you can create a certificate for another holder.

New: Creates an Evidence of Property Insurance (EPI) form to which you can add multiple holders.

• *Copy: Copies an EPI, including holders, to create a new form. You can also use this feature to renew EPIs, and then delete holders no longer needed and add new holders.

• *Holders: Opens the Add/Edit EPI Holders form where you can create an EPI for another holder.

New: Creates a new Policy Change Request by making selections from the New Change Request data entry form. More...
You would typically use this option to create a change request in the following situations:
- The first change request for a transaction.
- To select different or additional recipients for the change request.
- To insert different changes than were included on the previous change request.

*Copy: Creates a Policy Change Request by copying an existing request. More...
You would typically use this option in the following situations:
- To send a second request.
- To create a corrected request.
- To send a request with additional information.

Creates an ACORD Loss Notice.