Certificate of Property Insurance

Create Certificates of Property Insurance in eForms Manager. If you have entered policy detail information, then AMS360 uses that data to create the certificate. However, you can enter the information for a certificate if the policy data is not in AMS360.

 

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.

To create an ACORD 23 - Certificate of Vehicle or Equipment Certificate of Insurance; create a Certificate of Property and choose the ACORD 23 from the Form Selection list.

To change the selections for the certificates available in the folder, on the View menu click Refine Certificate Folder. The eForms Refine Certificate Folder data selection form appears. You can change selections for what appears in the display. Your choices include type of certificate, the date range, certificate holder name prefix. You can also change the sort option for displayed certificates.

What's Next?

After entering the Master Certificate do you need to enter holders? See Add/Edit Certificate Holders for more information.