Method

How to access?

Entering a New Binder

When entering a new binder and adding interests, do the following:

1. From the Customer Center with the appropriate Policy selected, click Binder from the eForms menu.

2. Enter the appropriate Binder information.

3. When ready to add the additional interest, click the Interest Detail link. The Add/Edit Additional Interest form appears.

Editing a Binder

When editing a binder to add or edit an interest, follow one of the methods below:

Method #1

1. From the Customer Center with the appropriate Policy selected, click eForms Manager from the eForms menu.

2. From the Customer/Policy Transaction/Form Tree, select the binder for which you want to add or edit an interest.

3. Right-click the binder form number in the tree and select Add Additional Interest. The Add/Edit Additional Interest form appears.

Method #2

1. From the Customer Center with the appropriate Policy selected, click eForms Manager from the eForms menu.

2. From the Customer/Policy Transaction/Form Tree, select the binder for which you want to add or edit an interest.

3. From the eForms menu select Binder > Additional Interests. The Add/Edit Additional Interest form appears.

Field/Selection

What is this?

Binder #

This is a system-assigned binder number and cannot be changed.

Binders are numbered starting with a prefix of B followed by YYMMDD then a five-digit incremental number. At calendar year end the five-digit incremental number starts back at 00001.

Copy From

Use to select a binder from which to copy all interests.

Copy

Click to perform the copy of all interests from the selected binder.

(Grid of Interests)

This grid lists all the Additional Interests for the selected binder.

Name Selection

Use to determine the category of names that display in the Name list.

Name Filter

The names available in this list depend on the Name Selection option.

Once you have selected a name, click Refresh (in the toolbar) in the toolbar) to automatically enter contact information in the fields that follow.

Type

Select the category of names to filter the Name list.

Name

Select a name from the list or enter the name.

The names that appear in the list are based on the Name Selection and Type you selected. See information above.

Contact

Enter or verify the information.

This information appears in Contacts, if entered here.

Address
City
State
Zip
Email
Fax
Ext

Enter or verify this information.

Loan #

Enter the Loan #, if known.

Notes/Message

Create/Refresh Forms

Use after adding or updating interests. Clicking this button adds or changes additional interests in the Customer/Policy Transaction/Form Tree under the master binder form.

Cancel

Use to cancel the action of adding or editing additional interests to the binder and the Customer/Policy Transaction/Form Tree. Canceling closes the Add/Edit Additional Interests form and returns focus to the Transaction Form Tree.