Customer Certificate Holder Setup

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

Use Customer Certificate Holder Setup to add, edit, or delete a holder for a specific customer. These holders become available when you copy holder detail to certificates for this customer only.

Using this method, you can assign a holder to a group and then export the entire group out of AMS360 into a csv file for your customer's review. After reviewing and updating the list, you can then import the holders back into AMS360.

Accessing Customer Certificate Holder Setup

When viewing the customer for whom you want to add, edit, or delete a certificate holder, on the menu click Actions > Certificate Holder > Setup. The Customer Certificate Holder setup data entry form appears.

The Customer Certificate Holder List

The following information appears in the Customer Certificate Holder List. In addition, the actions you can take while in the data entry form are listed at the end of this table.

Field	What is this?
Group Name	The group to which this holder has been assigned. You can group holders by type, certificate to which they apply, or any other method you like. AMS recommends using groupings that will help you create lists of holders for your customer to review as well as help you locate a particular holder.
Name	The individual holder's name as you want it to appear on a certificate.
Address	The address where the certificate is to be mailed.
City
State
Zip
Description of Operations/ Special Conditions	The default information entered for the certificate holder.
Preview where listed	Click the icon to launch a report listing policies to which this holder is attached.
# of Days	The Written Notice # of Days for Cancellation
Method of Delivery	The manner in which the certificate was delivered. The options are: Email Fax Print/Mail
New	Choose this option to create a new holder for this customer and assign it to a group.
Edit	Select the holder from the grid and click Editto update the information listed.
Delete	Select the holder from the grid and click Delete to remove the holder from this customer's list. Once complete, the holder cannot be retrieved, but can be re-entered.

Add/Edit Customer Certificate Holders Selections

The following fields and selections appear on the Customer Certificate Holder Add/Edit data entry form:

Field/Selection

What is this?

Name from AOI Setup

To assign a holder to this customer that was previously entered in Additional Interest Setup, choose the name from the list and click refresh.

Preview button. Launches the "Holder Attached To" report for the selected holder.

Name

Enter the information as you want it to appear on the certificate.

Contact Name

Address

Enter the address as you want it to appear on the certificate.

City

State

Zip

Phone Numbers and Email

Field	What is this?
Business, Ext.	Enter the information as you want it to appear on the certificate.
Fax, Ext
Email

Description of Operations/ Special Conditions

Field	What is this?
Text	When adding a new or editing an existing holder you can select a predefined text message from the list to use on the certificate. If you would rather enter your own text, type it in the Text View area.
Insert	To add the selected Text to the end of the existing description, click Insert.
Replace	To clear the current text and replace it with the selected Text, click Replace.
(Text View)	Type or select the Description of Operations text that you want to appear on the certificates for this holder. The description you enter here appears when you add this holder to a certificate.
Text setup	If you have security authorization you can click this link to launch the Text Setup entry form.

Additional Information

Field	What is this?
Group Name	To add the holder to an existing group, select it from the list.
Setup	To create a new group, click the Setup link. You can export and import groups of certificate holders for this customer. You can also copy groups of holders to a certificate when copying holder detail in eForms Manager. AMS recommends that you create group names that make the holder easy to find and export for your customer to review and edit.
Job Type	Enter the type of job if known.
Job Number	If this certificate holder has a job number, you can enter it here.
Project End Date	If know, choose the date the project will end for the holder.
Licensed	Check here if the holder is licensed.
Bonded	Check here if the holder is bonded.

Written Notice

Field	What is this?
# of Days	Enter the number of days notice which must be given to the Certificate Holder should the policy cancel.

Options

Group/Field	What is this?
Method of Distribution	Select one of the following from the drop down list. Email Fax Print
X over "endeavor to"	Select to cross out ENDEAVOR TO from the Certificate Cancellation wording on the Certificate of Insurance.
X over "But failure...through rep"	Select to cross out BUT FAILURE TO DO SO SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, IT'S AGENTS OR REPRESENTATIVES from the Certificate Cancellation wording on the Certificate of Insurance.
X over "Workers comp and..."	Select to cross out WORKERS COMPENSATION AND from the Certificate Workers Compensation Section wording on the Certificate of Insurance.

What's Next?

Do you need more information on importing or exporting a customer's certificate holders? See Customer Certificate Holder Export or Customer Certificate Holder Import for more information.

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