Receive Company/Direct Bill Policy Number

If you have bound a policy without a policy number, that is, you have used To Be Determined (TBD) in place of the policy number, and then you can use the Receive Company/Direct Bill Policy number to assign a policy number to the policy. This process also causes the correct policy number to be entered in the Accounting application for invoices that have already been exported from AIM.

1. On the Policy menu, point to Misc, and then click Receive Company/Direct Bill Policy Number.

The Policy Information pane contains information about the policy. You cannot edit the policy information from the Receive Direct Bill/Company Assigned Policy Number dialog box.

 

2. In the Action Required pane, enter the following information:
   1. Company Policy # Assigned – company policy number
   2. Date Received – date on which the policy number was received
   3. Premium – policy premium amount (read-only)
   4. Issue Cover Letter – indicates whether a cover letter should be issued for the policy change

See Also