Policy Setup

Policy Setup is used to record when the steps required to complete a policy have been accomplished. These steps include when the policy was received and when the policy was mailed out.

• On the Module menu, click Policy Setup.
  As an alternative, on the Policy menu, point to Misc, and then click Policy Setup.

In the table that follows, we provide a brief description of the toolbar buttons and their functions.

Button	Function
	Move to the first policy in the grid
	Move to the previous policy in the grid
	Move to the next policy in the grid
	Move to the last policy in the grid
	Receive the policy
	Return the policy to the underwriter
	Print the policy using Docucorp, if it is installed
	Not currently used
	Set the policy mail out date and create a policy cover letter using Document Processing
	Create a suspense (See Suspense Listing
	No longer used
	No longer used
	No longer used
	Close Policy Processing

1. In Policy Processing, enter the desired search criteria as explained in Understanding Searches in AIM, and then click Apply or press Enter to search for policies.

2. Select a policy from the list. The list is displayed in the grid format.
3. Click Setup to add the current date to the Setup column of the grid.
   This marks the policy as having been setup, that is received, in AIM.

4. In the Filter pane, select a filter method to restrict the number and type of policies shown in the grid.
   1. All – All policies are shown.
   2. a/w Setup – Only policies where no setup date has been established are shown.
   3. a/w MailOut – Only policies with no mail out date are shown.

5. Click the Detail tab to view policy details.

6. Click the Filter tab to refine the listing of policies displayed on the Policy Register tab.
7. Make selections from the Risk Company, RB/Agent, Coverage, Team, Acct Exec, and TA/CSR list boxes to filter the results.

See Also