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.

  1. On the 360 Toolbox menu, click eForms.
  2. Search for and select a customer.
  3. In the eForms Manager, click Certificates.
  1. Search for and select a customer.
  2. On the sidebar menu, click eForms > New: Certificate of Property.

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.

When you create the Certificate of Property Insurance you are creating a master certificate that can be issued for multiple holders. After creating the certificate you add holders using the Add/Edit Certificate Holders data entry form. For more information see Add/Edit Certificate Holders.

If you want to create the Certificate of Property from policy information, be sure to select a policy and transaction effective date before navigating to the certificate:

  1. Select or enter information for the certificate. See the Certificate of Property Selections section in this topic for specific field information.
  2. When you have made your selections, click Holder Detail near the bottom-right of the form. The Add/Edit Certificate Holders form appears.
  3. Add the holders to the certificate and click Create/Refresh Forms. The certificate appears in the right pane in place of the selection form, and also appears in the tree control.
  4. To make changes to the certificate, click the Edit icon on the toolbar or select File > Edit from the menu. You can type in the fields that are shaded in the form display.

    The data you type on the form is saved with the form in eForms Manager. It is not saved in the policy database and does not flow back to the policy data entry form.
  5. When your changes are complete click the Save icon (on the toolbar) or select File > Save from the menu.
  1. Select or enter information for the cert. See the Certificate of Property Selections section in this topic for field information.
  2. When you have finished entering information or making your selections, click Create in the upper right corner of the Certificate of Property selection form. The cert appears in place of the selection form.
  3. To enter information on the cert, click the Edit icon on the toolbar or select File > Edit from the menu. You can type in the fields that are shaded in the form display.

    The data you type on the form is saved with the form in eForms Manager. It is not saved in the policy database and does not flow back to the policy data entry form.
  4. When your changes are complete, select File > Save  or File > Save & Close from the menu.

You can copy a certificate at any time by doing the following:

  1. In eForms Manager, Customer/Policy Transaction/Form Tree, select the master certificate or the certificate for the specific holder that you want to copy.
  2. From the menu select eForm > Certificate of Property > Copy with Holders or Copy without Holders, depending on your needs.
  3. If you select to Copy with Holders, the Copy Certificate of Property form appears. All fields are disabled except the Special Conditions, Note/Message, and Signature to Use fields. Fill out as appropriate and click Create.
    • All information, including notes, copies to a new certificate. Attachments at the Holder level do not copy forward
    • Use the Copy Holders Detail feature to choose the holders to copy to the new certificate.
    • The copy appears for editing so that you can update information as needed.
    • No changes are made to the original certificate and there is no link between the two forms.
  4. If you select to Copy without Holders, the Copy Certificate of Property form appears. All fields are disabled except the Special Conditions, Note/Message, and Signature to Use fields. Fill out as appropriate and click Create.
    • All information, including notes, but not holders, copy to a new certificate.
    • The copy appears for editing so that you can update information as needed.
    • No changes are made to the original certificate and there is no link between the two forms.
  1. In the eForms ManagerCustomer/Policy Transaction/Form Tree, select the Master Certificate or the certificate for the specific holder that you want to renew.
  2. Right-click the mouse to open a command menu.
  3. Select Renew to open the Renew Certificate of Property data entry form. All information, including attachments, notes and holders, copy to the form.
  4. Update information as needed.
  5. When you are done making your changes, click Create.

No changes are made to the original certificate, and there is no link between the two forms.

Field/Selection What is this?

Form Selection Filters
Field What is this?

Form

Select the certificate you want to use. Normally, the current and previous versions of the form are available.

The Vehicle or Equipment Certificate of Insurance (ACORD 23) can also be selected from the list.

Certificate #

System-Assigned Number:

The system automatically assigns a number. The system numbering method is as follows:

  • A prefix of CL for Certificate of Liability or CP for Certificate of Property.
  • The date in YYMMDD format.
  • A five-digit incremental number (separate increments for liability and property certificates).

Example of System Assigned Number:

For a property certificate created on 5/5/05, the system-assigned number is CP055500012. (The five digit number is a continuously incremental number. It does not restart daily.)

Agency-Defined Number:

Or, you can assign your own agency defined number by checking the Assign Number check box and entering a number. For more on how to create your agency-defined number, see the Assign Number field definition below.

Assign Number

Use this field to assign an agency-defined certificate number. To do this select the Assign Number check box. You can use any combination of letters and numbers.

Agency-Defined Number:

4CPFJ001 - 04 the two digit year, CP for Commercial Package, FJ the initials of the person entering the certificate, and 001 an incremental number.

System Assigned Number:

Or, you can let AMS360 assign the number for you. Leave the Assign Number check box unchecked.

Description

Use this field to enter a description for the certificate that distinguishes it from other certificates.

Show to Insured

Mark this box to make the certificate appear in Insurlink or Service 24/7 if the client is set up for it.

For more information about Insurlink see Insurlink Agency Setup.

Issue Date

Choose the date the certificate is issued. The current date defaults, but can be changed.

Type of Insurance
Field What is this?

Get detail based on

This option is available for each individual policy - Property, Inland Marine, Crime, Boiler & Machinery, and Other. The date defaults according to the following rules:

  • For a current in-force policy today's date is used.
  • For a future policy term the policy effective date is used.

You can change the date that defaults to this field.

When creating the certificate data, AMS360 finds the latest transaction date equal to or less than the selected date for the detail to use.

If the date is outside the selected policy term, no data pulls to the form.

 

Type of Insurance What is this?

Property
Property What is this?

Policy #

Select the policy that you want to appear on the certificate. The locations, buildings, and subjects of insurance from the selected policy display in the grid. Select one or more of these to appear on the certificate.

Select All

Use Select All to select all of the risks listed for the selected policy. You can then uncheck individual risks, if desired.

Clear All

If you need to select a different policy and the risks already display for the current policy, click Clear All. This clears all of the risks from the Risks grid. Choose another policy.

Get detail based on

See explanation above.

Inland Marine
Inland Marine What is this?

Policy #

From the list, select the policy number that provides Inland Marine coverage, if desired.

Data Entry Section

From the list, select the data entry section on the policy that contains the inland marine coverage detail.

Get detail based on

See explanation above.

Policy Number
Policy Numbers What is this?

Crime

Select the policies you want to appear on the certificate.

Boiler & Machinery

Other

Get detail based on

See explanation above.

Special Conditions
Field What is this?

Default Text

Automatically enter a pre-saved passage of text by selecting its name from the list.

Insert

To add the Default Text selection to the end of the current text entry, click Insert.

Replace

To clear any data currently entered in the Special Conditions text box and replace it with the Default Text selection, click Replace.

Special Conditions text

Enter the Special Conditions that you want to appear on the certificates. The description you enter i this field appears when you enter holders.

For each holder, you can add to the Special Conditions or enter a different information if a specific holder requires it. For more information see Add/Edit Certificate Holders.

Text Setup

Opens the Text Setup data entry form where you can enter and maintain preset Default Text.

Note/Message
Note / Message What is this?

Print note with form

Choose this option if you want the note to print on an overflow page with the form.

Message text

Enter the message you want to include with the form.

Signature to Use
Field What is this?

Authorized Representative Signature

From the list, choose the electronic employee signature to include on the certificate.

This list includes all employees who are licensed and have signatures attached.

 

Remove signatures for inactive employees from the Signatures list through Employee Setup.

When creating the form, Signature bitmaps only appear for users who have authorization to use that signature.

Once the form is created the signature will appear for all users, authorized or not.

You can type an employee name; it will appear on the certificate in lieu of a signature.

 

When preparing the signature in Paint or another editor, use the maximum height of 37 pixels and width of 377 pixels to avoid having the signature resize and possibly distort when added to certificates using the new Viewer.

Holder Detail

When you have made your selections for this certificate and are ready to add holders and create the form, click this link to open the Add/Edit Certificate Holders selections form.

Use this form to enter holders and contact information for Certificate of Property Insurance.

Copy Holder Detail

Make you selections for this certificate first before adding holders using the Copy Holder Detail form.

If the holder(s) you want to add to this Certificate of Property Insurance is already entered on another certificate for this customer, you can use the Copy Holder Detail form to quickly add the holder.

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.