Policy Questions Page

The Policy Questions page is a policy-level page that pre-fills with the General Information questions from the ACORD 125 Commercial Insurance Application -- Applicant Information Section from the Client Questions page, if you personalized for the Coverage/Insurer code in Policy Information Control (PI.Control) so that it appears in the policy. The information then pre-fills to other Policy pages or other pages that include one or more of the questions.

For personalization information, see Adding the Policy Questions Page to PI.Control.

If there is information on the Policy 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.

You can override any of the information entered on this page or any page to which the information pre-fills.

If you do not complete PI.Control, information for questions on variousSagittapages pre-fills from the client-level.

How to access

Access the policy for which you are entering the information.

  1. From the Policies Toolbar, select the >> menu.

  2. Click Policy Questions. The Policy Questions page appears.

This page appears only if you have personalized for it. For personalization information, see Adding the Policy Questions Page to PI.Control.

Questions on this page

Each question on this page has a:

  • Yes/No (Y/N) field from which you can select the appropriate answer; and

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

The information on this page pre-fills from the entries made on the Client Questions page. You can override any of the information for a specific Coverage/Insurer Code by typing over the field.
 

Question

Y/N  / Remarks

Is the Applicant a Subsidiary Of Another Entity?

Yes/No (Y/N)

Enter a maximum of 100 characters.

Parent Company

Enter the 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.

This question does not pre-fill to 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.

 

Where the information goes

Information that you enter on the Policy Questions page defaults to Policy pages and other pages on which the questions appear in Sagitta.

The changes you make do not flow back to the Client Questions page, and are applicable only for that policy.

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 Policy Questions

If you use the User-Defined Data Setup Page to set up your own fields on the Client Questions 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.

Important:

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.)

Note that information from any fields that you add do not pre-fill to ACORD forms, unless you have defined the LOB on the User-Defined Maintenance page.