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Auto ID Cards

Create Auto ID Cards for all states, including New York, from the eForms Manager. If you have entered policy detail information then AMS360 uses that data to create the ID card. However, you can enter detail information for the Auto ID Card if you have entered only basic policy information.

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 customer or policy database and does not flow back to the customer or policy data entry form.

ClosedAccessing Auto ID Cards

To launch the Auto ID Card data entry form, first open the customer for which you want to create Auto ID cards, and then take one of the following actions.

  1. From the Policy, Line of Business, or Claims data entry forms menus:

  1. Click the eForms Manager icon from the toolbar.

  2. Click Auto ID Cards.

  3. Select New to launch the data entry form.

    Alternately, you can automatically create Auto ID cards for the most recent vehicle changes to the policy by selecting either New & Email or New & Print. If the policy is New Business or a Renewal, then New & Email and New & Print automatically creates an Auto ID card for all vehicles on the policy.

When using creating an Auto ID card AMS360 saves the last settings you used to create an auto id card (Card Issuer Name/Address, Insured Name and Insured Address used for form plugging) to create your next id card.

  1. From the Policy, Line of Business, or Claims data entry forms menus, follow these steps:

  1. Click Operation > eForms Manager.

  2. Select the policy and effective date for which you want to create the Auto ID card. Click Refresh (in the toolbar)if necessary.

  3. From the Customer/Policy Transaction/Form Tree, select the auto policy (required) and line of business (optional) for which you want to create ID cards.

  4. From the eForms Manager menu, click AutoId to open the data entry form.

ClosedCreating an Auto ID Card

ClosedAuto ID Card from Policy Information

Use one of the following procedures to create an Auto ID Card with vehicle information from a policy.

Procedure #1

  1. From the toolbar, click the eForms Manager icon  > Auto ID Cards > New to launch the data entry form.

    Alternately, you can automatically create Auto ID cards for the most recent vehicle changes to the by selecting either New & Email or New & Print. If the policy is New Business or a Renewal, then New & Email and New & Print automatically creates an Auto ID card for all vehicles on the policy.

    • New & Email: Opens the Email Recipients (Contacts) form, from which you can select recipient addresses and launch a new email message with the cards attached as a PDF file.

    • New & Print: Opens your workstation's print selections window, with the Auto ID cards already selected to print on your workstation's default printer.

  2. Make your selections for the ID card and choose the vehicle or vehicles from the list. See the Auto ID Selections section in this topic for definitions of the fields.

  3. When you have made your selections click Create in the upper right corner of the Auto ID Card Selection form. The ID card appears with shading in the areas where you can enter information.

  4. To make changes to the card click the Edit icon on the toolbar, or from the menu click File > Edit.

The data you type on the Form using the editing feature 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.

  1. When your changes are complete click the Save icon on the toolbar or from the menu click File > Save.

Procedure #2

  1. From the Customer/Policy Transaction/Form Tree in the eForms Manager, select the policy or the line of business that includes the vehicles you want to create ID cards for. From the menu click Create > AutoId. The Auto ID Card Selection form appears in the view pane.

  2. Make your selections for the ID card and choose the vehicle or vehicles from the list. See the Auto ID Selections section in this topic for definitions of the fields.

If you select multiple vehicles, the selections you make for the ID card must be the same. If they are different, repeat the steps in this process and create a separate ID card.

  1. When you have made your selections click Create in the upper right corner of the Auto ID Card Selection form. The ID card appears with shading in the areas where you can enter information.

  2. To make changes to the card click the Edit icon on the toolbar, or from the menu click File > Edit.

The data you type on the Form using the editing feature 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.

  1. When your changes are complete click the Save icon on the toolbar or from the menu click File > Save. The new ID card appears in the Customer/Policy Transaction/Form Tree.

ClosedAuto ID Card by Entering the Information

To create an Auto ID Card without vehicle information from a policy:

  1. From the eForms Manager, Customer/Policy Transaction/Form Tree select the policy that you want to create ID cards for. From the menu click Create > AutoId. The Auto ID Card Selection form appears in the right pane of the window.

  2. Make your selections for the ID card. See the Auto ID Selections section in this topic for definitions of the fields.

  3. When you have made your selections click Create in the upper right corner of the Auto ID Card Selection form. The ID card appears in place of the selection form.

  4. To enter the information on the ID card, click the Edit icon  on the toolbar, or from the menu click File > Edit. The ID card 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. It is not saved in the policy database and does not flow back to the policy data entry form.

  1. When you have finished entering the vehicle information click the Save icon on the toolbar, or from the menu click File > Save. The new ID card appears in the Customer/Policy Transaction/Form Tree.

ClosedAuto ID Card Selections

After selecting to create a new AutoId,  the Auto ID Card Selection form appears with the following selections:

Field/Selection

What is this?

Delete card(s) when eForms closes

If you do not want to get a record of the Auto ID card within eForms Manager, select this option. If you enter an Activity, the card is saved as an attachment to the Activity.

Default Information to use  - Insured Name

Select the name that prints on the card.

Insured Name

What is this?

Customer Name

Prints the First and Last name (Personal Lines) or the Firm name (Commercial Lines) from Customer Information.

First Named Insured

Prints the applicant name entered in policy line of business data entry. This is the default.

DBA

Prints the first DBA found in the First Named Insured section of policy data entry.

Co-Insured

Prints the first Co-Insured found in the policy data entry.

Primary Driver

Prints the first driver (searches the entered order) that has over 50% usage found in policy line of business data entry.

The name of the driver to use in printing appears below the selection. This information is view only and cannot be changed.

Default Information to use  - Insured Address

Select the address to print on the card. The options are:

Insured Address

What is this?

Garaging Address

Prints the address, city, state, and ZIP Code entered for the first vehicle selected in the list. This is the default.

Customer

Prints the address, city, state, and zip entered in customer data entry.

First Named Insured

Prints the address, city, state, and zip entered in policy data entry.

If no information exists on the policy for the default address to use, AMS360 automatically prints the customer address.

Default Information to use  - Card Issuer Name/Address

Select the issuer name and address to print on the card. The options are:

Insured Address

What is this?

Agency

Prints the address, city, state, and ZIP Code selected in Agency Setup. This is the default.

For example, if Agency Name and Address is selected for Personal Lines forms, then the Agency Name will appear on Auto ID cards created for private passenger auto policies. Likewise, if Division is selected for Commercial Lines, the that address will print for ID cards for Business Auto policies. This is the default.

Company

Prints the writing company address, city, state, and ZIP Code entered on the policy.

The company's 24-hour claim number only prints on the card when you choose the company as the card issuer.

Company #

The NAIC code entered for the writing company.

  • The writing company name and NAIC code print on the ID card, even though you choose Agency name and address as the issuer.

  • Some Auto Id Cards do not allow for a five- digit telephone extension. For example, the field for the Issuing Agency/Company phone and extension on the ACORD 50 NJ (3/2007) is only 19 characters in length. Therefore, the extension does not print nor display.

Form Selection

Use to specify the following:

Form Selection

What is this?

State specific ID Card with most current form for the ____

When selecting this option, you are also required to select the information to use for selecting the form to use for printing.

Selection

Pulls from..

Customer State

The state entered in Customer Information.

Garaging State

The garage state entered on the policy line of business for the first vehicle selected in the list below.

Registered State

The registered state entered on the policy line of business for the first vehicle selected in the list below.

Auto ID cards print on plain white paper. You should make adjustments for licensing state requirements

Use State _____ with Form Edition:

The options available vary based on the state you select. If a state-specific ID card is available, it appears in the list.

If you select NY Barcode, the NY ID card software launches and AMS360 data is exported when you click Create.

NY ID cards created using the NY ID card software do not appear in the Customer/Policy Transaction/Form Tree.

Fleet Cards

Use this option to print cards with Fleet in the Make/Model section of the ID card. When you check this box the Vehicle List is disabled.

Vehicle List

Displays the vehicles for the policy selected in the Customer/Policy Transaction/Form Tree. The following information, if entered in policy line of business data entry, appears for each vehicle:

  • Vehicle Number

  • Year

  • Make/Model

  • VIN

  • State & ZIP Code

Only the first 10 characters of each of the Make and Model display.

Select one, or multiple vehicles from the list to create ID cards. Cards printed on different state Id card types, must be selected individually or in groups by card type.

What's Next?

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

 

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