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Binder

Create Binders using eForms Manager. If you have entered policy detail information, then AMS360 uses that data to create the Binder. However, you can enter detail information for the Binder if you have entered only basic policy information.

ClosedAccessing Binders

Option #1

  1. Open the customer for whom you want to create a Binder, and click the policy header row you want to create the binder for.

  2. Click the eForms menu and select Binder. The Binder data entry form appears.

Option #2

  1. Open the customer for whom you want to create a Binder, and launch eForms Manager in one of the following ways:

    • From the Policy, Line of Business, or Claims data entry forms menus, click Operation > eForms Manager.

    • Click the eForms Manager icon  from the toolbar when available.

  1. Select the policy and effective date for which you want to create the Binder. Click Refresh (in the toolbar) if necessary.

  2. From the Customer/Policy Transaction/Form Tree, select the policy (required) and lines of business (optional) for which you want to create the Binder.

  3. From the eForms Manager menu click Binder > New. The Binder data entry form appears.

ClosedCreating a New Binder

ClosedBinder with Risk Information from the Policy

Use the following procedure to create a Binder with risk information from a policy:

  1. From the eForms Manager select a policy number and effective date. Click Refresh if necessary. From the eForms menu click Binder > New. The Binder Selection form appears.

  2. Verify or select a Form, and enter a Description. The effective date and time of the selected policy transaction defaults to the Eff Date and Eff Time of the binder. The expiration date (Exp Date) of the binder defaults to one month later. These dates and time can be changed.

  3. Select the line(s) of business from the list and click Load Risks.

To select multiple lines of business hold down <CTRL> while clicking each line of business.

  1. Select the risk(s) from the list that you want to appear on the Binder by clicking the Select box to select it.

  2. Click Interest Detail. This opens the Add/Edit Additional Interests form. Create and/or select the interest(s) from the list that you want to create the Binder for.

  3. When you have made your selections click Create/Refresh Forms. The ACORD Binder appears in place of the selection form.

  4. To make changes to the Binder, select the area of the form you want to edit, from the Customer/Policy Transaction/Form Tree. Then click the Edit icon on the toolbar, or from the menu click File > Edit. The editable areas of the form turn light blue.

The data you type on the form 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.

  1. When your changes are complete click Save or Save and Close. The new Binder appears in the Customer/Policy Transaction/Form Tree.

ClosedBinder by Entering the Risk Information

Use the following procedure to create a Binder without risk information from a policy:

  1. From the eForms Manager select the policy number and effective date. Click Refresh (in the toolbar) if necessary. From the eForms menu click Binder > New. The Binder Selection form appears.

  2. Verify or select a Form, and enter a Description. The effective date and time of the selected policy transaction defaults to the Eff Date and Eff Time of the binder. The expiration date (Exp Date) of the binder defaults to one month later. These dates and time can be changed.

  3. Click Interest Detail. This opens the Add/Edit Additional Interests form. Create and/or select the interest(s) from the list that you want to create the Binder for.

  4. When you have made your selections click the Create/Refresh Forms. The ACORD Binder appears in place of the selection form.

  5. To make changes to the Binder, select the area of the form you want to edit, from the Customer/Policy Transaction/Form Tree. Then click the Edit on the toolbar, or from the menu click File > Edit. The editable areas of the form turn light blue.

The data you type on the form 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.

  1. When your changes are complete click Save or Save and Close. The new Binder appears in the Customer/Policy Transaction/Form Tree.

ClosedExtending an Existing Binder

You can extend a Binder and AMS360 will perform several functions automatically. To extend a Binder do the following:

  1. In eForms Manager select the Binder that you want to extend.

  2. From the menu select eForms > Binder > Extend.

  3. AMS360 performs the following functions automatically for you:

Binders

What happens?

Original Binder

  • The Status is set to Corrected.

  • The Status and Binder Number display in the Customer/Policy Transaction/Form Tree for tracking purposes.

  • The Original Binder is assigned a new Binder Number.

Example:

B12345678901, Insurance Binder 75, Corrected B12345678910.

New Binder

  • The Status is set to Active.

  • All additional other interests are copied from the Original Binder to the new Extended Binder.

  • The new form appears for editing so you can update the dates and other information as needed.

  • The Status and Binder Number display in the Customer/Policy Transaction/Form Tree for tracking purposes.

  • The New Binder is assigned the Original Binder Number.

Example:

B12345678910, Insurance Binder - 75, Active B12345678901

ClosedCopying a Binder

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

  1. In eForms Manager select the binder you want to copy.

  2. From the menu select eForms > Binder > Copy.

  3. AMS360 performs the following functions automatically for you:

Attachments at the Holder level do not copy forward.

Example:
B12345678905, Insurance Binder 75, Active

ClosedCanceling a Binder

You can Cancel a Binder at any time by doing the following:

  1. In eForms Manager select the Binder you want to cancel.

  2. From the menu select eForms > Binder > Cancel.

  3. AMS360 performs the following functions automatically for you:

  4. The status of the Binder is set to Cancelled.

  5. The binder continues to appear in the Customer/Policy Transaction/Form Tree for tracking purposes.

Example:
B12345678901, Insurance Binder 75, Cancelled

ClosedAdding Additional Interests to a Binder

You can add Additional Interests to a binder at any time by doing the following:

  1. In eForms Manager select the Binder you want to add Additional Interests to.

  2. From the menu select eForms > Binder > Additional Interests. This takes you to the eForms Add/Edit Holders data entry form.

  3. Add as many additional interests as required and click Create/Refresh Forms. The additional interests are added to the binder in the Customer/Policy Transaction/Form Tree.

ClosedBinder Selections

Field/Selection

What is this?

Form Selection

Field

What is this?

Form

Select the Binder form you want to use. Normally, the current and previous versions of the form are available. The current version defaults.

Description

Enter a meaningful description of the binder.

Dates

Fields

What is this?

Eff Date

The effective date and time of the selected policy transaction defaults to the Eff Date and Eff Time of the binder.

The expiration date (Exp Date) of the binder defaults to one month later. These dates and time can be changed.

Eff Time

Exp Date

Select from Available Line(s) of Business, then Click Load Risks

The lines of business entered on the Policy data entry form for the selected policy transaction appear here. Select one or more lines of business and click Load Risks.

Select All

Use to select all of the risks listed in the grid.

Clear All

Use to clear all of the selected risks in the grid.

Risk Information

The risks entered on the selected lines of business appear here. Select one or more risks to include on the Binder.

Interest Detail

Clicking this link takes you to the Add/Edit Additional Interests data entry form. Add the appropriate additional interests and click Create/Refresh Forms. This creates the binder and adds the additional interests to the Customer/Policy Transaction/Form Tree.

Copy Interest Detail

Clicking this link launches the Copy Additional Interest Detail form. Use this form to copy additional interests entered elsewhere in the system for the customer.

Note/Message

Checkbox/Field

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 that you want to include with the form.

Signature to use

Field

What is this?

Select from List

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.

Manual

Enter an employee name; it will appear on the Binder in lieu of a signature.

What's Next?

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


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