Get Loss History

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

Get Loss History

Use this feature to copy loss history information from the Customer record to the Policy data entry form. Loss history information includes any losses entered in Claims data entry as well as losses entered directly in the Loss History section of the Customer data entry form.

Accessing Get Loss History

Click the Get Loss History link from the Loss History section in the Policy data entry form.

Get Loss History Data Entry Form

The Loss History List displays all losses found in AMS360 that fall within the date range selected.

If a loss does not have a loss date it also displays.

Field/ Column

What is this?

Do you want to replace or add to existing information?

Option

What is this?

Replace

Select the Replace option to completely overwrite the existing Loss History information on the Policy data entry form.

Example: This is useful at renewal for accounts with multiple losses. Instead of selecting just the new losses (Add To) you can replace all (Replace), and not duplicate any item.

Add To

Select Add To, to supplement the existing Loss History information on the Policy data entry form.

Example:This is useful when you have just a few losses to add to the existing list, or you have a mixture of losses that have to be entered manually on the Policy data entry form.

Date Range of History

Group/Field	What is this?
Begin	The Begin date defaults to five years before the effective date of the policy. You can change it, if necessary.
End	The End date defaults to the policy effective date. You can change it, if necessary.
Refresh	If you select different date ranges, click refresh to display the new information in the grid.

Select All

Check this box if you want to copy all of the losses that appear in the grid. You can multi-select individual losses by holding down the Ctrl key while clicking each one you want to include.

Loss Grid

Field	What is this?
Date of Loss	The date the loss occurred.
Company	The carrier providing coverage for the loss.
Status	The current state of the claim.
Kind of Loss	The type of loss selected on the Claims form or the Loss History section of the Customer data entry form.

Click to save selections and return to the Policy data entry form.

Cancel

Click to abandon changes and return to the Policy data entry form.

What's Next?

Do you want to add losses to the customer loss history record? See the Loss Historysection of theCustomer topic for more information.

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