This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package.

1. Open the customer you want to create forms for, and then navigate to the Certificate of Property in one of the following ways:

• From the Customer Center menu bar with a customer open, click eForms > Certificate of Property.

• From the menu bar in Policy, or the Line of Business data entry forms, click Operation > eForms Manager. Then, click eForms > Certificate of Property > New.

• From the toolbar in the Policy or Line of Business data entry forms, click the eForms Manager icon, and select Certificate of Property.

2. If you want to create the Certificate of Property from policy information, be sure to select a policy and transaction effective date before navigating to the certificate.

3. If you do not want to create the Certificate of Property from policy information, do not select a policy and transaction effective date before navigating to the certificate.

When you create the Certificate of Property Insurance 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. For more information see Add/Edit Certificate Holders.

Certificate of Property from Policy Information

Certificate of Property by Entering the Information

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 eForm > Certificate of Property > Copy with HoldersorCopy without Holders, depending on your needs.

3. If you select to Copy with Holders, the Copy Certificate of Property form appears. All fields are disabled except the Special Conditions, Note/Message, and Signature to Use fields. Fill out as appropriate and click Create.   

Attachments at the Holder level do not copy forward.

• All information, including notes, copies to a new certificate.

• 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.

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

4. If you select to Copy without Holders, the Copy Certificate of Property form appears. All fields are disabled except the Special Conditions, Note/Message, and Signature to Use fields. Fill out as appropriate and click Create.

• All information, including notes, but not holders, copy to a new certificate.

• The copy appears for editing so that you can update information as needed.

• 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 a command menu.

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

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

After you select the Certificate of Property, the Certificate of Property selection form appears with the following fields:

Field/Selection	What is this?
Form Selection Filters	Field What is this? Form Select the certificate you want to use. Normally, the current and previous versions of the form are available.
Certificate #	System-Assigned Number: The system automatically assigns a number. The system numbering method is as follows: A prefix of CL for Certificate of Liability or CP for Certificate of Property. The date in YYMMDD format. A five-digit incremental number (separate increments for liability and property certificates). Example of System Assigned Number: For a property certificate created on 5/5/05, the system-assigned number is CP055500012. (The five digit number is a continuously incremental number. It does not restart daily.) Agency-Defined Number: Or, you can assign your own agency defined number by checking the Assign Number checkbox and entering a number. For more on how to create your agency-defined number, see the Assign Number field definition below.
Assign Number	Use this field to assign an agency-defined certificate number. To do this select the Assign Number checkbox. You can use any combination of letters and numbers. Agency-Defined Number: 4CPFJ001 - 04 the two digit year, CP for Commercial Package, FJ the initials of the person entering the certificate, and 001 an incremental number. System Assigned Number: Or, you can let AMS360 assign the number for you. Leave the Assign Number checkbox unchecked.
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 - Property, Inland Marine, Crime, Boiler & Machinery, and Other. 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.   Type of Insurance What is this? Property Property What is this? Policy # Select the policy that you want to appear on the certificate. The locations, buildings, and subjects of insurance from the selected policy display in the grid. Select one or more of these to appear on the certificate. Select All Use Select All to select all of the risks listed for the selected policy. You can then uncheck individual risks, if desired. Clear All If you need to select a different policy and the risks already display for the current policy, click Clear All. This clears all of the risks from the Risks grid. Choose another policy. Get detail based on See explanation above. Inland Marine Inland Marine What is this? Policy # From the list, select the policy number that provides Inland Marine coverage, if desired. Data Entry Section From the list, select the data entry section on the policy that contains the inland marine coverage detail. Get detail based on See explanation above. Policy Number Policy Numbers What is this? Crime Select the policies you want to appear on the certificate. Boiler & Machinery Other Get detail based on See explanation above.
Special Conditions	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 Special Conditions text box and replace it with the Default Text selection, click Replace. Special Conditions text Enter the Special Conditions 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 Special Conditions or enter a different information 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	Note / Message 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 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 Property Insurance.
Copy Holder Detail	Make you 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 Property Insurance is already entered on another certificate for this customer, you can use the Copy Holder Detail form to quickly add the holder.

 

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