Workflow: Creating a New Policy from a Submission
After successfully marketing a policy via the submission process in AMS360 you can turn the submission into a policy. Use the following procedure to complete the process.
- Find the customer.
- From Customer Center, search for, select, and open the customer.
- Turn submission into a policy.
- Option A: Submission number not known:
- From the sidebar, select Views > Submissions.
- Click the Group # link to open the list of submissions.
- Click Create Policy corresponding to the selected company's submission.
- Option B: Submission number is known:
- From the sidebar, select Actions > New > Policy.
- Select the submission number from the list.
- Complete the Create New Policy data entry form.
- Click OK when done. The Policy data entry form opens.
- Option A: Submission number not known:
- Expand the Line of Business section.
- Click line of business to open the data entry form.
- Expand the line of business sections needed to verify/update detail.
- When finished, Save & Close the line of business form.
- Invoice the policy.
- Expand the Transactions Premiums/Billing section.
- Enter the premium for the line of business. If this is a package policy with multiple lines of business, enter the premium for each. Select New to enter Fees, Taxes, Finance, and Down Payment transactions, if applicable.
- Click Create Invoice. The Invoice data entry form opens.
- Verify/update the invoice transaction as necessary.
- Select Post, Post and Print, or Post and Email. The Policy form reappears.
- Create forms.
- Open EForms Manager from the menu or toolbar.
- Select the forms to create.
- Print or email the forms.
- Log activity and create suspense per your agency procedures.