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Certificate of Liability Insurance

Create Certificates of Liability Insurance (Cert) in the eForms Manager. If you have entered policy detail information, then AMS360 uses that data to create the Cert. However, you can also enter the information for a Cert 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.

ClosedAccessing Certificate of Liability

ClosedFrom the Customer Center

Open the customer for whom you want to create a Certificate of Liability, and click eForms > Certificate of Liability. The Certificate of Liability selection form appears.

ClosedFrom the Policy, Line of Business, Claims or eForms Data Entry

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

  2. From the Customer Center menu, click eForms > eForms Manager.

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

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

  1. From the eForms data entry form:

  2. If you want to create the certificate from policy information entered in AMS360, select the policy and effective date from the Customer/Policy Transaction/Form Tree. Click Refresh (in the toolbar) if needed.

  3. From the eForms Manager menu click eForm > Certificate of Liability > New. The Certificate of Liability Selection form appears.

ClosedCreating a Certificate of Liability

When you create the Certificate of Liability 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.

ClosedCertificate of Liability from Policy Information

Use the following procedure to create a Certificate of Liability (cert) from policy information:

  1. From the Customer/Policy Transaction/Form Tree in the eForms Manager, select the policy that includes the information for which you want to create the cert. From the menu click eForms > Certificate of Liability > New. The Certificate of Liability Selection form appears.

  2. Select or enter information for the cert. See the Certificate of Liability Selections section in this topic for specific field information.

  3. When your selections are made, click Create in the upper right corner of the Certificate of Liability Selection form. The cert appears in place of the selection form.

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

  1. When your changes are complete click File>Save  or File>Save & Close .

ClosedCertificate of Liability by Entering the Information

 Use the following procedure to create a Certificate of Liability (cert) with no policy information:

  1. Open the customer for whom you want to create a Certificate of Liability, and click eForms > Certificate of Liability. The Certificate of Liability selection form appears.

  2. Select or enter information for the cert. See the Certificate of Liability Selections section in this topic for field information.

  3. When you have finished entering information or making your selections, click Create in the upper right corner of the Certificate of Liability selection form. The cert appears in place of the selection form.

  4. To enter information on the cert click the Edit icon on the toolbar, or from the menu click File > Edit. 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.

  1. When your changes are complete click File > Save  or File > Save & Close .

ClosedCopying a Certificate of Liability

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 eForms > Certificate of Liability > Copy.

  3. AMS360 performs the following functions automatically for you:

    • 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. The fields available for editing in the selection form are: the Certificate  #; if the Assign Number checkbox is unchecked, the Description, Description of Operations, Print note with form checkbox; and the Note/Message and Signature to Use areas.

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

To renew a certificate, follow these steps:

  1. In eForms Manager, Customer/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 the right-click menu.

  3. Select Renew to open the Renew Certificate of Liability 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.

ClosedCertificate of Liability Selections

Field/Selection

What is this?

Form Selection Filters

Field

What is this?

Form

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

Certificate #

By default the Assign Number checkbox is selected, which disables the Certificate Number field. The system automatically assigns a number. The system numbering method is as follows:

  • A prefix of CL for Certificate of Liability.

  • The date in YYMMDD format.

  • A five-digit incrementing number.

Example:

For a liability certificate created on 5/5/05, the system-assigned number is CL055500012. For a certificate created on 12/25/05, the number is CL05122500414. (The five digit number is a continuous incrementing number. It does not restart daily.)

____________________

If you want to key in an agency-defined number, take the mark out of the Assigned Number checkbox, and enter the desired number. See theAssign Numberfield description below for more information.

Assign Number

The Assign Number checkbox is checked by default and the system automatically assigns an incremental number. For more information on the system assigned number, see the Certificate # field above.

If your agency wants to assign an agency-defined certificate number, take the check mark out of the Assign Number checkbox and enter the desired number.

Example:

05WKCOMPFJ001 - 05 for the two digit year, WKCOM for Worker's Comp, FJ for the initials of the person entering the certificate, and 001 an incremental number.

Description

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

Show on 24/7

Check this box to make this certificate accessible to authorized employees through Service 24/7.

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. 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.

General Liability

Policy #

Select the policies that you want to appear on the certificate.

If the display date you select is outside the policy period for a selected policy, no data for that policy appears on the certificate.

Garage Liability is disabled if not on certificate.

Automobile

Worker Comp/Emp Liab

Garage Liability

Excess Liability

Other

Description of Operations

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 Description text box and replace it with the Default Text selection, click Replace.

Description of Operations text

Enter the Description of Operations that you want to appear on the certificates. The description you enter here appears when you enter holders.

For each holder, you can add to the description or enter a different description 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

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?

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.

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 Liability Insurance.

Copy Holder Detail

Make your 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 Liability 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, select View > 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.

 

 

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© 2015 Vertafore, Inc. and its subsidiaries. All Rights Reserved. Vertafore, the Vertafore design, AMS360, Vertafore Producer Advantage, Producer Plus, AgencyEDGE, ReferenceConnect, BenefitPoint, Engage, and WorkSmart are registered trademarks of Vertafore, Inc. or its subsidiaries. Third party marks belong to their respective holders. AMS360 Classic Help updated 5/18/2016 11:00 PM