Policy Change Request

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

Create a Policy Change Request in eForms Manager using policy change and comparison information from the Policy data entry form. Once the form is created you can enter additional information directly on the form. The form can then be saved, attached to an activity, viewed, and accessed at any time. You can even copy the form to create a second request or to send corrected and updated information.

The information you enter directly on the Policy Change Request 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.

Open the customer for whom you want to create a Policy Change Request, and then launch eForms Manager in one of the following ways:

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

If you did not open eForms Manager from the policy data entry form, choose the policy and transaction effective date for which you want to create a Policy Change Request. If the selected policy and transaction detail does not appear, click Refresh.
From the eForms Manager menu click eForms > Policy Change Request > New. The New Change Request selection form appears.

To view a Policy Change Request, double-click it from the tree control. The form opens in the right-hand pane for viewing.

If you launched eForms Manager from the policy data entry form, skip to step 2.

From the eForms Manager tree select the policy that you want to use to create a Policy Change Request.

The latest transaction date fills to the form.

From the menu click Create > Policy Change Request > New. The New Change Request selection form appears in the right pane of the window.
Complete the New Change Request as follows:

Verify or select the Form Type and/or the Request Type.
Verify or select a customer, company, and agency contact.
Enter an agency message.
Verify or select the recipients.
Expand the Memo Text section, select a Policy Comparison Option, and click Insert Changes. Then add additional text, if needed.

See the New Policy Change Request Selections in this topic for definitions of these fields.

When you have made your selections click Create in the upper right corner of the New Change Request selection form. The Policy Change Request is created, displays in the view pane, and appears in the Policy Change Request directory in the tree.
To enter information on the form, click the Edit icon on the toolbar or from the menu click File>Edit. The form 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. The data is not saved in the policy database and does not flow back to the policy data entry form.

When you have finished entering the information click the Save icon on the toolbar or from the menu, click File>Save. The edited form is saved and appears in the Policy Change Request directory in the tree.
To save a point-in-time view of the Change Request you can log an activity and attach the form. For more information see Forms Activity.

After selecting Policy Change Request > New from the Create menu, the New Change Request selection form appears with the following:

Field/Selection

What is this?

Form Type

Select the form for the New Change Request you are creating. The options are:

AMS Change Request
Commercial Policy Change Request, ACORD 175
Flood Insurance General Change Endorsement, ACORD 302
Florida Work Comp Monthly Change Sheet, ACORD 175
Private Passenger Auto Policy Change Request, ACORD 71
Personal Policy Change Request (Except Auto), ACORD 70
South Carolina Commercial Auto Change Request, ACORD 175
South Carolina Private Passenger Change Request, ACORD 71

All selection fields for the New Change Request appear when you select the AMS Change Request. Limited fields are available for other form types.

Request Type

This field is available for the AMS Change Request form type only.

Choose the type of request you are creating. The type you select appears in the heading of the form. The options are:

First Request
Memo
Returned for Correction
Second Request
Third Request

Regarding

Enter a brief description about why you are sending the change request. This information appears in the Regardingsection of the memo.

Insured

This group is available for the AMS Change Request form type only.

Option/Field	What is this?
Customer	Choose this option to plug the name of the insured to the Insuredsection of the memo.
Policy, First Named Insured	Choose this option to plug the name of the first named insured on the policy to the Insured section of the memo.
Blank data entry field	The name of the customer and/or first named insured appears here based on the selection you made above. You can change the information.
Include Fax	Check this box to include the customer's fax number on the memo.

Company

This group is available for the AMS Change Request form type only.

Option/Field	What is this?
Name	The name of the writing company from the policy pre-fills here. You can select another company from the list.
Address	The company address set up to default to forms appears here, but you can choose another company address from the list.
Include Fax	Check this box to include the company's fax number on the memo.

Agency Contact

This field is available for the AMS Change Request form type only.

The account representative pre-fills here. You can select another from the list who should be contacted if further information is needed. The names of account executives and representatives appear in the list.

Agency Message

This field is available for the AMS Change Request form type only. Use this section to enter a special message that appears next to the Recipient information.

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.

Recipients

A printed hard copy of the Change Request will automatically be generated for each of the names that appear in the Recipients grid. You can add, edit, or delete recipients.

The first two rows of the grid display the customer and company information. You can delete these recipients, if you do not need to send them a printed copy.

Field

What is this?

Category

Use this field to narrow the list of recipients to choose from. Select a category from the list. The options are:

Additional Interests
Company
Customer/Policy
Master Cert Holders

Name

This field appears only when you select Company as the category. Choose the name of the company from the list.

Recipient

The information available in this list varies based on the Category you selected. The following chart provides information on the selections available:

Recipient	What appears in the list?
Additional Interests	All additional interests entered in setup.
Brokers	All brokers entered in setup.
Company	All addresses for the company name selected in the previous field. Writing companies do not appear in this list.
Customer/Policy	First Named Insured/Applicant Co-Applicants (Co-Insureds) Company (The parent company on the policy and all the addresses in setup.) Supplemental Names Policy Personnel (Exec/Rep/Broker) Contacts Underwriter Additional Interests
Master Cert Holders	All master certificate holders entered in setup.

Name and Address

Field

What is this?

Attn:

If a contact name has been entered for the selected recipient, the name pre-fills here. Otherwise, enter the name of the person you want to receive the Change Request.

Name and Address

The name of the recipient pre-fills to the first field in this area. The remaining fields fill with the address, city, state, zip, and phone number, if entered.

Otherwise, enter the address where you want to send the Change Request.

You have two lines for the name and two for the address.

Memo Text

Field

What is this?

Policy Comparison

When you launch a Policy Change Request, the Memo Text section defaults as expanded, with the most recent policy change comparison notes automatically inserted.

Option/Button

What is this?

Insert Most Recent Changes

Select this option to compare the current policy transaction, displaying in eForms Manager, to the prior policy transaction and to have any text appear in the comments section.

If a prior transaction for this policy period does not exist, the following message displays.

Insert Changes From Policy Comparison Against

Select this option to compare the current policy transaction, displaying in eForms Manager, to another policy for the same customer. The following fields become active when you choose this option:

Field	What is this?
Policy	Choose the policy to use for comparison from a list of the customer's policies.
Eff Date	Choose the policy transaction effective date you want to use for comparison.

Insert Changes

When you have made your selections, click this button to insert the differences between the currently displayed policy and the policy you selected for comparison.

Clear All

Click this button to clear all information from the text box.

Text Box

If changes exist for the option you selected in the Policy Comparison section, then those changes will fill to the text box and can be changed. You can then add more information, if desired.

The text you type in this area does not word wrap until you click Createand the form is generated.

If you launched eForms Manager from the policy data entry form, skip to step 2.

1. From the eForms Manager tree select the policy and effective date that contains the Change Memo you want to copy. Click Refresh if necessary.
2. From the menu click Create > Policy Change Request > Copy. The Copy Change Request selection form appears in the right pane of the window.
3. Select the Change Request you want to copy from the Available Forms grid. Choose a Request Type, enter the additional information, if applicable.
4. See theCopy Change Request Selectionsin this topic for definitions of these fields.

1. When you have made your selections click Create in the upper right corner of the Copy Change Request selection form. The Change Request is copied, appears in the Policy Change Request directory in the tree, and appears in the right pane of the window for viewing.
2. To enter the information on the form, click the Edit icon on the toolbar or from the menu click File > Edit. The form appears with shading in the areas where you can enter information.

The data you type on the form is saved with the form ineForms Manager. The data 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 information click the Save icon on the toolbar or from the menu, click File>Save. The edited form is saved and appears in the Policy Change Request directory in the tree.
2. To save a point-in-time view of the Change Request you can log an activity and attach the form. For more information see Forms Activity.

After selecting Policy Change Request > Copy from the Create menu, the Copy Change Request selection form appears with the following selections:

Field/Selection	What is this?
Available Forms	From the grid select the Policy Change Request you want to copy.
Request Type	This field is available for the AMS Change Request form type only. Choose the type of request for the copied Change Request. The type you select appears in the heading of the form. The options are: First Request Memo Returned for Correction Second Request Third Request
Regarding	Enter a brief description about why you are sending the change request. The information you enter appears in the Regardingsection of the memo.
Agency Contact	This field is available for the AMS Change Request form type only. The account representative pre-fills to this field. You can select who should be contacted if further information is needed. The names of the account executives and representatives appear in the list.
Agency Message	This field is available for the AMS Change Request form type only. Use this section to enter a special message that appears next to the Recipient information.

What's Next?

My Vertafore Support | Vertafore University | NetVU Network | Vertafore.com

© 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