Adding a New Policy

Add new business by completing and saving information to create a policy record. Once saved, your policy will display in lists in the system. This topic describes how to add new business. If you want to add an existing policy from another system, see the Taking On a Policy topic.

Prerequisite

A client must exist in the system before you can add a policy. Policies are added to client records in Sagitta.

Client information from client records will help to populate the policy pages. The more client information you enter, the less policy information you will have to enter. The same is true for information added to policy records—details translate over to applications, forms and letters as you work your way through the system.

To add a new policy

  1. Access a client record by searching or adding a new client to the system.
  2. Click the Policies tab to display the Policies page.
  3. Click the Add link in the toolbar to display the Transaction page.
  1. Enter the effective date for the policy (either type or use the calendar icon to select a date).
  2. In the Followup Days entry box, enter the number of days to wait after the effective date.
  3. Click Next to display the Policy Details page. Complete as much of the information as possible. Yellow background-colored fields indicate required fields.

    Policy Number field

    Type:

    • a policy number for an in-force policy

    • BINDER or APP for a binder or an application


    Sagitta appends policy sequence numbers when you move off the field. The system excludes binders and applications from Account Current.

    Bill Method

    Enter one:

    A for Agency Billed

    C for Company Billed

    Commission %

    The agency commission rate defaults from the Payee Codes and Commissions File provided your agency set up the company's payee information during Personalization. If the rate does not default, enter the agency commission rate manually. For example, type 12.5 for 12 1/2 %.

    Personal Supplemental Info

    Complete this section when establishing a Personal Lines policy.

    Commercial Supplemental Info

    Complete this section when establishing a Commercial Lines policy.

  1. Complete remaining applicable sections.
  2. Click Save or press ALT+S. If an error message appears, see To correct missing or invalid data.