Applications (Integrated)

Create ACORD Applications (Integrated) in eForms Manager using policy detail information you have already entered. Once the form is created you can enter additional information on the form. The form can then be saved, edited, viewed, and accessed at any time. You can also attach the form to an activity where it can be viewed, but not changed.

 

The information you enter on the form in eForms Manager using the editing feature is saved with the form in eForms Manager. The data is not saved in the policy database and does not flow back to the Policy data entry form.

ClosedAccessing Applications (Integrated)
From any Center in AMS360:
  1. On the 360 Toolbox menu, click eForms.
  2. Search for and select a customer.
  3. In the eForms Manager, click Applications.
From Customer Center:
  1. Search for and select a customer.
  2. On the eForms menu, click Applications.
ClosedMenus

The following menus are available in a data entry form. Click each menu item to see detailed information. Note that the available menus vary depending on the form.

ClosedCreating Applications (Integrated)
  1. From the eForms Manager, Customer/Policy Transaction/Form Tree, select the policy that you want to use to create Applications (Integrated). From the menu click Create > Applications (Integrated). The Applications (Integrated) selection form appears in the right pane of the window.
  2. AMS360 scans the policy and displays the policy, line of business applications, and forms for you to select and create. See the Applications (Integrated) Selections in this topic for definitions of the grid columns.
  3. When you have made your selections click Create in the upper right corner of the Applications (Integrated) selection form.

    If integrated applications exist for the policy you will receive a message asking if you want to proceed and overwrite the existing forms. Click OK to create the new forms and overwrite the existing forms. Any data you have entered via the eForms Manager editing feature is lost when you click OK to overwrite.
  4. To enter additional information on the form, click the Edit icon on the toolbar or from the menu click File > Edit. The form appears with shading in the areas where you can enter information.

    The data you type on the form is saved with the form in eForms Manager. The data is not saved in the policy database and does not flow back to the policy data entry form.
  5. When you have finished entering the information click the Save icon on the toolbar or from the menu, click File > Save. The new form appears in the appropriate directory in the Customer/Policy Transaction/Form Tree.
ClosedApplications (Integrated) Selections

After you select Applications (Integrated) from the Create menu, AMS360 scans the transaction and displays the policy, line of business applications, and forms for you to select to create. The following is information about the items that display.

Field/SelectionWhat is this?

Select All

Use this button to select all of the lines of business and applications in the grid.

Clear All

Use this button to clear all of the selected lines of business and applications in the grid.

Select

If the box is checked the application listed will be created when you choose Create.

Line of Business

An entry in this column indicates a line of business was found in the policy. The default application for that line of business appears in the next column.

No entry in this column indicates that the application or form is based on policy or applicant information instead of line of business.

Default Application

This column contains rows for the applications attached to the line(s) of business on the policy. In addition, a Policy Information row appears for personal business, and a 125 - Commercial Applicant Information row appears for commercial business.

When the Policy Information or the 125 - Commercial Applicant Information form is created, the information that pre-fills to the form comes from the following sections of the Policy:

  • Locations/Buildings
  • Contacts
  • Coinsureds
  • Supplemental Names
  • Forms
  • Additional Interests
  • Coverages (at the policy vs. item level)

Example:

If Additional Interests exist at the policy level, then an ACORD 45, Additional Interest, form is created.

What's Next?

Do you need more information on printing or emailing the form? See eForms Manager Print Options or eForms Manager Email Options.

 

© 2024 Vertafore