Fields

What is this?

Submission #

The number of the submission you want to renew or rewrite from.

Effective Date

The effective date of the submission.

Option/Fields

What is this?

Policy #

The expiring policy number appears here. If you know the new policy number enter it now. Otherwise enter the policy number according to your agency's procedures.

Effective Date

The date policy coverage begins.

Expiration Date

The date policy coverage expires. This date fills to one year from the Effective Date. You can select a different date.

Continuous

Check this box if the policy is continuous and does not have an expiration date. When checked, the Expiration Date blanks out and becomes inactive.

Continuous policies appear annually on the Expiration/Renewal Report.

Type of Business

Select the Type of Business for your renewing or rewritten policy. Your choices are:

• Commercial Lines

• Financial Services

• Health

• Life

• Non Property & Casualty

• Personal Lines

Transaction

Select the type of renewal/rewrite transaction you are entering.

Description

Enter the description you want to print on the invoice and statement as well as appear in the Customer or Broker Register.

Option/Field

What is this?

Insurance

Choose this option if the company providing coverage is set up as an Insurance Company.

Brokerage

Choose this option if the company providing coverage is set up as a Brokerage Company.

Subscription

Choose the Subscription option if multiple companies are providing coverage on this policy.

You will identify the companies participating in the policy and assign premium percentages on the Policy data entry form.

Parent

Select the Parent Company from the list.

If you chose Subscriptionin the previous field for company, "Subscription, Subscr" appears in this field and cannot be changed. You will identify the companies participating in the policy on the Policy data entry form.

Writing Company

Select the Writing Company from the list.

If you chose Subscriptionin the previous field for company, "Subscription, Subscr" appears in this field and cannot be changed. You will identify the companies participating in the policy on the Policy data entry form.

Fields

What is this?

Bill Method

Choose Agency or Direct bill.

Pay Plan

Select Full Pay or an installment plan.

This is not a required field and can be added later if you do not know the payment plan at this time.

If however, you have a fee attached to the payment plan you intend to use, you must add the payment plan here, or the payment plan fee will not pull to the Policy billing.

Options

What is this?

Include Policy Notes

Check to copy the Policy Notes attached to the original policy or submission, to the new policy.

Exclude Lines of Business

Check to copy all policy information from the selected policy except for the lines of business. This copies the equivalent of the Applicant Information (ACORD 125).

Default From Current Customer

Checking one or more of these items causes the information to pull from the Customer record as opposed to the policy or submission you are copying from.

• First Named Insured

• Co-Insured

• DBA

• Contacts