Client Questions Page

Use the Client Questions page to answer the General Information questions from the ACORD 125 Commercial Insurance Application -- Applicant Information Section for a specific client.

The information that you enter on this client-level page defaults to other Sagitta pages that include one or more of the questions.  

Policy information flows from the policy-level Policy Questions Page, and from there, to other Policy pages that include one or more of the questions. Information also pre-fills from other pages, even if you do not have the Policy Questions page.

If you complete the Client Questions page, you won't have to enter the same information in multiple places throughout Sagitta, saving you a significant amount of repetitive data entry.

Note that you can override any of the information copied from this page to any page to which the information pre-fills.

How to access this page

1. Load the client for whom you are entering the information.
2. From the Client Primary Navigation, select the >> menu.
3. Click Questions. The Client Questions page appears.

Questions on this page

Each question on this page has a:

1. Yes/No (Y/ field from which you can select the appropriate answer; and

2. a Remarks section, where you can enter additional text that provides a more detailed answer to the question.

Questions	Y/N  / Remarks
Is the Applicant a Subsidiary Of Another Entity?	Yes/No (Y/N) Enter a maximum of 100 characters.
Parent Company	Enterthe name of the parent company. Your entry pre-fills to the Remarks section of the ACORD 125 form.
Does the Applicant Have Any Subsidiaries?	Yes/No (Y/N) Enter a maximum of 100 characters.
Is a Formal Safety Program in Operation?	Yes/No (Y/N) Enter a maximum of 100 characters.
Any Exposures to Flammables, Explosives, Chemicals?	Yes/No (Y/N) Enter a maximum of 100 characters.
Any Catastrophe Exposure?	Yes/No (Y/N) Enter a maximum of 100 characters.
Any Other Insurance With This Company or Being Submitted?	Yes/No (Y/N) Enter a maximum of 100 characters.
Any Policy or Coverage Declined, Cancelled, or Non-Renewed During the Prior 3 Years?	Yes/No (Y/N) Enter a maximum of 100 characters. his question does not pre-fill to the Watercraft Underwriting page because the question on the ACORD 82 Watercraft Underwriting Application (2006/02) states five (5) years, rather than the three (3) years stated in this question.
Any Past Losses or Claims Relating to Sexual Abuse or Molestation Allegations, Discrimination or Negligent Hiring?	Yes/No (Y/N) Enter a maximum of 100 characters.
During the Last Five Years Has Any Applicant Been Indicted For or Convicted of Any Degree of the Crime of Fraud, Bribery, Arson, Arson or Any Other Arson-Related Crime in Connection with This or Any Other Property?	Yes/No (Y/N) Enter a maximum of 100 characters.
Any Uncorrected Fire Code Violations?	Yes/No (Y/N) Enter a maximum of 100 characters.
Any Bankruptcies, Tax or Credit Liens Against the Applicant in the Past Five Years?	Yes/No (Y/N) Enter a maximum of 100 characters.
Has Business Been Placed in a Trust? If Yes, Name of Trust?	Yes/No (Y/N) Enter a maximum of 100 characters.
Any Foreign Operations, Foreign Products Distributed in USA, or US Products Sold/Distributed in Foreign Companies?	Yes/No (Y/N) Enter a maximum of 100 characters.
Subsidiaries Coverage Needed?	Yes/No (Y/N) Enter a maximum of 100 characters. Your entry pre-fills to the Remarks section of the ACORD 125 form.

Where the information goes

Information that you enter on the Client Questions page for a client defaults to the Policy Questions page if the page is set up on the Policy Information Control Page. From there, the information flows to Policy pages and other pages on which the questions appear in Sagitta, including the ACORD 125 Commercial Insurance Application and ACORD 160 Business Owners Application.

The Client Level Questions page is automatically added to any role that has access to the Client Details page (CP.100).

Options on this page

Choose one of the following options:

Click	To
Save or ALT+S	save the changes.
Edit or ALT+E	change existing information.
Quit or ALT+Q	exit and lose changes.

Agency-Defined Fields and Client Questions

If you use the User-Defined Data Setup Page to set up your own fields on this page, and you want to display the same user-defined fields on the Policy Questions page, you must add or copy the same fields to the Policy Questions page.

If you do add fields, you must be sure that the field description(s) that you add to the Policy Questions page are exactly the same as those on the Clients Questions page. The fields must be the same length and appear in the same case (i.e., upper case, lower case, or upper and lower case.)

Information from any fields that you add do not pre-fill to ACORD forms.