Schedules Proposals

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

SchedulesProposals

SchedulesProposals combines the power of the AMS360 database and Microsoft Word© to create customized documents for companies, customers, prospects, and others. You save time because information such as customer names and addresses; policy numbers and dates; and items and coverage information from AMS360 merge with the main document creating a personalized document.

Accessing Schedules/Proposals

To access SchedulesProposals, do one of the following:

From any data entry form with an Operation menu, click Schedules/Proposals.
From any center with a menu, click Schedules/Proposals....
Click the Schedules/Proposals icon from the toolbar when available.

Merging a Schedule/Proposal/Summary

Use the following procedure to merge a Schedule, Proposal, or Summary based on one or more policies or submissions:

Open Schedules/Proposals. The SchedulesProposals data entry form appears.
In the Document Selection section, select the name of the main document you want to merge.

In the Customer Selection section, verify or search for the Customer for whom you want to create the document.

If you open SchedulesProposals from the Customer Center or the Policy data entry form, AMS360 pre-fills the customer information for you. You can search for a different customer if needed.

Enter the Display Policy Detail Based on date you want to use when selecting policies to merge.
To reduce the number of policies listed in the grid, check the Select Current In-Force Policies Only checkbox.
Check the Reorder Policies checkbox if you want to rearrange the policies on the schedule, proposal or summary, from how they appear in the Customer/Policies Selection grid.
Select the policies or submissions that you want to use to create the schedule, proposal, or summary. You can select multiple policies or submissions by holding down the Ctrlkey while selecting lines in the grid.
In the Activity Options section, click Log Activity if you want to add a new Activity showing the document was merged. Then choose Provide Default Description to see the type of merge and document name on the first line of the Description field in the Activity data entry form.
Click Merge & View or Merge & Print .

Special information for policies that contain both scheduled and unscheduled equipment associated with multiple locations: If you choose to merge data for a specific location using the SchedulesProposal Preview – DataSelection, your merged document will contain scheduled and unscheduled items for all locations. Delete the information you do not want to include in the final merged document.

If you select Merge & View you can modify the information in the merged document. When you are finished with the document, save it, print and close Word. This version of the document is attached to the Activity, if you selected to log an activity.
When you are finished, close SchedulesProposals.

oolbar Icons

You can hide the toolbar by right-clicking it and then clicking the check mark beside Main Toolbar. To display the toolbar, right-click the menu bar and click Main Toolbar.

Menu Option

Icon

Uses

Form Letters

Initiates the Form Letters data entry form.

Contacts

Opens the Contacts form.

Activity

Opens the Activity data entry form so you can enter a new Activity.

Suspense

Opens the Suspense data entry form so you can enter a new Suspense.

Notes

Opens the Notes data entry form so you can enter a new Note.

DocManagement

Selection	What is this?
Check Out Status	Opens the Check Out Status form for the logged in user.
Distribute Documents	Opens the Document Distribution form.
Find Documents	Opens the Doc360 Search form.
Get Documents	Opens the Get Documents form.
Third Party Vendor	Creates an XML file that can be exported to another vendor who can accept this type of information.

Customer

Opens Customer Search so you can search for a customer.

Reports

Opens the All Reports form where you can select reports.

Merge & View

This option launches WORD, opens the selected main document, and merges the fields for customer, policy, and/or claim you selected. Using this option you can:

Enter additional text
Modify text or formatting

Merge & Print

This option launches WORD's Mail-Merge feature to merge the fields for customer, policy, and/or claim you selected with the main document, then prints the document.

Document Files

Opens a Windows dialog for the location of your Schedule and Proposals files.

Document Library

Opens the Document Library dialog where you can add, edit, or delete Main Documents Schedules Proposals and Summaries.

DocDesigner

See Workflow: Setting Up and Using DocDesigner

Selection	What is this?
New	Use this to create a new Schedule, Proposal or Summary. Opens Word to the AMS360 tab.
Edit/Copy	Use this to choose a Schedule, Proposal, or Summary from the Document List.

Edit/copyopens Word to the Mailings tab by default. Select the AMS360 tab to access the DocDesigner tools.

You can hide the toolbar by right-clicking it and then clicking the check mark beside Main Toolbar. To display the toolbar, right-click the menu bar and click Main Toolbar.

Menu Option

Icon

Uses

Form Letters

Initiates the Form Letters data entry form.

Contacts

Opens the Contacts form.

Activity

Opens the Activity data entry form so you can enter a new Activity.

Suspense

Opens the Suspense data entry form so you can enter a new Suspense.

Notes

Opens the Notes data entry form so you can enter a new Note.

DocManagement

Selection	What is this?
Check Out Status	Opens the Check Out Status form for the logged in user.
Distribute Documents	Opens the Document Distribution form.
Find Documents	Opens the Doc360 Search form.
Get Documents	Opens the Get Documents form.
Third Party Vendor	Creates an XML file that can be exported to another vendor who can accept this type of information.

Customer

Opens Customer Search so you can search for a customer.

Reports

Opens the All Reports form where you can select reports.

Merge & View

This option launches WORD, opens the selected main document, and merges the fields for customer, policy, and/or claim you selected. Using this option you can:

Enter additional text
Modify text or formatting

Merge & Print

This option launches WORD's Mail-Merge feature to merge the fields for customer, policy, and/or claim you selected with the main document, then prints the document.

Document Files

Opens a Windows dialog for the location of your Schedule and Proposals files.

Document Library

Opens the Document Library dialog where you can add, edit, or delete Main Documents Schedules Proposals and Summaries.

DocDesigner

See Workflow: Setting Up and Using DocDesigner

Selection	What is this?
New	Use this to create a new Schedule, Proposal or Summary. Opens Word to the AMS360 tab.
Edit/Copy	Use this to choose a Schedule, Proposal, or Summary from the Document List.

Edit/copyopens Word to the Mailings tab by default. Select the AMS360 tab to access the DocDesigner tools.

chedules/Proposals Sections

D ocument Selection

Select the document template that you want to use for merging customer and policy data. To add a new document, change, or hide an existing document see Document Library.

You can sort the documents based on any of the columns. Click on a column header to sort that column in ascending or descending order. A solid arrow appears on the header to indicate the grid information is being sorted on the information in that column. The default sort is by category.

Field Name

What is this?

Type

Indicates whether the document template is intended for use as a:

Type	Definition
Proposal	This document is a sales tool that includes information about the agency, account executive, and company(ies) being recommended to the customer. This type of document typically includes the following: Cover page. Agency and agency staff information. Basic policy information (number, term, applicant information, company, and total premium). Line of business detail (risk and coverage information, premium, coverage definitions, and endorsements or restrictions). May include multiple scenarios for coverage options and limits.
Schedule	This document is typically a list of risks and high level coverage information. The audience is usually an insurance company underwriter or provider who wants to confirm that coverage exists. This type of document may include the following: Basic policy information (number, term, applicant information, and company). Line of business detail (risk and coverage information at a high level). Example: When writing a Directors & Officers Liability policy the underwriter wants to confirm that the insured has General Liability coverage.
Summary	This document is a concise overview summarizing the insured's purchased policy. This type of document often accompanies the policy when delivered to the insured. This type of document typically includes the following: Basic policy information (number, term, applicant information, company, and total premium). Line of business detail (risk and coverage information, premium, coverage definitions, and endorsements or restrictions).

Category

Assigned when the document was created. The category is used to group the letters by the general message they contain.

Name

The actual file name of the document. Example: Commercial Lines Summary.

Description

Additional information entered when the document was added to the document library.

Author

The person who created the document.

Saved

The date the document was created or last saved.

Select the document template that you want to use for merging customer and policy data. To add a new document, change, or hide an existing document see Document Library.

Field Name

What is this?

Type

Indicates whether the document template is intended for use as a:

Type	Definition
Proposal	This document is a sales tool that includes information about the agency, account executive, and company(ies) being recommended to the customer. This type of document typically includes the following: Cover page. Agency and agency staff information. Basic policy information (number, term, applicant information, company, and total premium). Line of business detail (risk and coverage information, premium, coverage definitions, and endorsements or restrictions). May include multiple scenarios for coverage options and limits.
Schedule	This document is typically a list of risks and high level coverage information. The audience is usually an insurance company underwriter or provider who wants to confirm that coverage exists. This type of document may include the following: Basic policy information (number, term, applicant information, and company). Line of business detail (risk and coverage information at a high level). Example: When writing a Directors & Officers Liability policy the underwriter wants to confirm that the insured has General Liability coverage.
Summary	This document is a concise overview summarizing the insured's purchased policy. This type of document often accompanies the policy when delivered to the insured. This type of document typically includes the following: Basic policy information (number, term, applicant information, company, and total premium). Line of business detail (risk and coverage information, premium, coverage definitions, and endorsements or restrictions).

Category

Assigned when the document was created. The category is used to group the letters by the general message they contain.

Name

The actual file name of the document. Example: Commercial Lines Summary.

Description

Additional information entered when the document was added to the document library.

Author

The person who created the document.

Saved

The date the document was created or last saved.

Customer/Policies Select ion

Identify the customer and policy information to merge with the selected document template. If you selected Schedules/Proposals from the Customer Center or policy data entry form, then the customer name pre-fills here.

Field Name

What is this?

Customer

Field	What is this?
Name	The name of the customer whose policy information is used to create the form letter. If you launched the Schedules/Proposals data entry form from the Customer Center, the customer defaults here.
Search	Use this link to open the Customer Search form where you can search for a customer.
Display Policy Detail Based on	Enter the date to base the policy selection on. The effective date of the latest policy transaction defaults to this field. If this date is changed to a date less than the latest policy transaction effective date, your schedule, proposal or summary will not include all of the policy information. If the date is changed to a date less than the policy effective date you will get this message:
Select Current In-Force Policies Only	Select this option to include only in-force policies (policy expiration is equal to or greater than the current system date) that are notcancelled, non-renewed, or not taken.
Reorder Policies	If you would like to re-arrange the policies as they appear on the schedule, proposal, or summary, check the Reorder Policies checkbox. When you select to Merge & View or Merge & Print, the Reorder Policies data entry form appears. Select the desired policy and click the up/down arrows to put it in the desired position. ClickDoneto complete the merge.

Policy Grid

The following details appear for the policies in the grid:

Field	What is this?
Policy #	The policy or submission number entered in the policy data entry form.
Pol/Sub	Indicates whether the line represents a: Policy Submission
Type	Line of business.
Eff Date	The inception and expiration dates of the policy.
Exp Date	The inception and expiration dates of the policy.
Company	The company providing coverage.
Notation	The policy Notation currently selected in the Basic Policy Information section of the Policy data entry form.
Flag	The current Status of the policy found in the Basic Policy Information section of the Policy data entry form.

Field Name

What is this?

Customer

Field	What is this?
Name	The name of the customer whose policy information is used to create the form letter. If you launched the Schedules/Proposals data entry form from the Customer Center, the customer defaults here.
Search	Use this link to open the Customer Search form where you can search for a customer.
Display Policy Detail Based on	Enter the date to base the policy selection on. The effective date of the latest policy transaction defaults to this field. If this date is changed to a date less than the latest policy transaction effective date, your schedule, proposal or summary will not include all of the policy information. If the date is changed to a date less than the policy effective date you will get this message:
Select Current In-Force Policies Only	Select this option to include only in-force policies (policy expiration is equal to or greater than the current system date) that are notcancelled, non-renewed, or not taken.
Reorder Policies	If you would like to re-arrange the policies as they appear on the schedule, proposal, or summary, check the Reorder Policies checkbox. When you select to Merge & View or Merge & Print, the Reorder Policies data entry form appears. Select the desired policy and click the up/down arrows to put it in the desired position. ClickDoneto complete the merge.

Policy Grid

The following details appear for the policies in the grid:

Field	What is this?
Policy #	The policy or submission number entered in the policy data entry form.
Pol/Sub	Indicates whether the line represents a: Policy Submission
Type	Line of business.
Eff Date	The inception and expiration dates of the policy.
Exp Date	The inception and expiration dates of the policy.
Company	The company providing coverage.
Notation	The policy Notation currently selected in the Basic Policy Information section of the Policy data entry form.
Flag	The current Status of the policy found in the Basic Policy Information section of the Policy data entry form.

Activity Logging Options

Use this section to specify whether or not to log an activity for this document and if so, the options to use. If you select to log an Activity, the last saved version of the document is saved to the Activity.

Also, if multiple policies are included in the document the Activity is logged for the customer and does not reference the policy numbers.

If your agency is set up to require activity logging for Schedules/Proposals, the option is checked here and cannot be changed. In this situation, an activity must be logged.

Field Name/Checkbox	What is this?
Log Activity	Check to create an Activity for this schedule, proposal, or summary. If your agency is set up to require activity logging for Schedules/Proposals, this option is checked and cannot be changed. In this situation, an activity must be logged.
Provide Default Description	Check this option to display the type of merge (e.g., Merge & view) and the document name on the first line of the description field in the Activity data entry form.
Activity Description	Use this area to enter an Activity description that appears for the customer, or for all recipients of a Target List.

D ocument Selection

Select the document template that you want to use for merging customer and policy data. To add a new document, change, or hide an existing document see Document Library.

Field Name

What is this?

Type

Indicates whether the document template is intended for use as a:

Type	Definition
Proposal	This document is a sales tool that includes information about the agency, account executive, and company(ies) being recommended to the customer. This type of document typically includes the following: Cover page. Agency and agency staff information. Basic policy information (number, term, applicant information, company, and total premium). Line of business detail (risk and coverage information, premium, coverage definitions, and endorsements or restrictions). May include multiple scenarios for coverage options and limits.
Schedule	This document is typically a list of risks and high level coverage information. The audience is usually an insurance company underwriter or provider who wants to confirm that coverage exists. This type of document may include the following: Basic policy information (number, term, applicant information, and company). Line of business detail (risk and coverage information at a high level). Example: When writing a Directors & Officers Liability policy the underwriter wants to confirm that the insured has General Liability coverage.
Summary	This document is a concise overview summarizing the insured's purchased policy. This type of document often accompanies the policy when delivered to the insured. This type of document typically includes the following: Basic policy information (number, term, applicant information, company, and total premium). Line of business detail (risk and coverage information, premium, coverage definitions, and endorsements or restrictions).

Category

Assigned when the document was created. The category is used to group the letters by the general message they contain.

Name

The actual file name of the document. Example: Commercial Lines Summary.

Description

Additional information entered when the document was added to the document library.

Author

The person who created the document.

Saved

The date the document was created or last saved.

Select the document template that you want to use for merging customer and policy data. To add a new document, change, or hide an existing document see Document Library.

Field Name

What is this?

Type

Indicates whether the document template is intended for use as a:

Type	Definition
Proposal	This document is a sales tool that includes information about the agency, account executive, and company(ies) being recommended to the customer. This type of document typically includes the following: Cover page. Agency and agency staff information. Basic policy information (number, term, applicant information, company, and total premium). Line of business detail (risk and coverage information, premium, coverage definitions, and endorsements or restrictions). May include multiple scenarios for coverage options and limits.
Schedule	This document is typically a list of risks and high level coverage information. The audience is usually an insurance company underwriter or provider who wants to confirm that coverage exists. This type of document may include the following: Basic policy information (number, term, applicant information, and company). Line of business detail (risk and coverage information at a high level). Example: When writing a Directors & Officers Liability policy the underwriter wants to confirm that the insured has General Liability coverage.
Summary	This document is a concise overview summarizing the insured's purchased policy. This type of document often accompanies the policy when delivered to the insured. This type of document typically includes the following: Basic policy information (number, term, applicant information, company, and total premium). Line of business detail (risk and coverage information, premium, coverage definitions, and endorsements or restrictions).

Category

Assigned when the document was created. The category is used to group the letters by the general message they contain.

Name

The actual file name of the document. Example: Commercial Lines Summary.

Description

Additional information entered when the document was added to the document library.

Author

The person who created the document.

Saved

The date the document was created or last saved.

Customer/Policies Select ion

Field Name

What is this?

Customer

Field	What is this?
Name	The name of the customer whose policy information is used to create the form letter. If you launched the Schedules/Proposals data entry form from the Customer Center, the customer defaults here.
Search	Use this link to open the Customer Search form where you can search for a customer.
Display Policy Detail Based on	Enter the date to base the policy selection on. The effective date of the latest policy transaction defaults to this field. If this date is changed to a date less than the latest policy transaction effective date, your schedule, proposal or summary will not include all of the policy information. If the date is changed to a date less than the policy effective date you will get this message:
Select Current In-Force Policies Only	Select this option to include only in-force policies (policy expiration is equal to or greater than the current system date) that are notcancelled, non-renewed, or not taken.
Reorder Policies	If you would like to re-arrange the policies as they appear on the schedule, proposal, or summary, check the Reorder Policies checkbox. When you select to Merge & View or Merge & Print, the Reorder Policies data entry form appears. Select the desired policy and click the up/down arrows to put it in the desired position. ClickDoneto complete the merge.

Policy Grid

The following details appear for the policies in the grid:

Field	What is this?
Policy #	The policy or submission number entered in the policy data entry form.
Pol/Sub	Indicates whether the line represents a: Policy Submission
Type	Line of business.
Eff Date	The inception and expiration dates of the policy.
Exp Date	The inception and expiration dates of the policy.
Company	The company providing coverage.
Notation	The policy Notation currently selected in the Basic Policy Information section of the Policy data entry form.
Flag	The current Status of the policy found in the Basic Policy Information section of the Policy data entry form.

Field Name

What is this?

Customer

Field	What is this?
Name	The name of the customer whose policy information is used to create the form letter. If you launched the Schedules/Proposals data entry form from the Customer Center, the customer defaults here.
Search	Use this link to open the Customer Search form where you can search for a customer.
Display Policy Detail Based on	Enter the date to base the policy selection on. The effective date of the latest policy transaction defaults to this field. If this date is changed to a date less than the latest policy transaction effective date, your schedule, proposal or summary will not include all of the policy information. If the date is changed to a date less than the policy effective date you will get this message:
Select Current In-Force Policies Only	Select this option to include only in-force policies (policy expiration is equal to or greater than the current system date) that are notcancelled, non-renewed, or not taken.
Reorder Policies	If you would like to re-arrange the policies as they appear on the schedule, proposal, or summary, check the Reorder Policies checkbox. When you select to Merge & View or Merge & Print, the Reorder Policies data entry form appears. Select the desired policy and click the up/down arrows to put it in the desired position. ClickDoneto complete the merge.

Policy Grid

The following details appear for the policies in the grid:

Field	What is this?
Policy #	The policy or submission number entered in the policy data entry form.
Pol/Sub	Indicates whether the line represents a: Policy Submission
Type	Line of business.
Eff Date	The inception and expiration dates of the policy.
Exp Date	The inception and expiration dates of the policy.
Company	The company providing coverage.
Notation	The policy Notation currently selected in the Basic Policy Information section of the Policy data entry form.
Flag	The current Status of the policy found in the Basic Policy Information section of the Policy data entry form.

Activity Logging Options

Also, if multiple policies are included in the document the Activity is logged for the customer and does not reference the policy numbers.

If your agency is set up to require activity logging for Schedules/Proposals, the option is checked here and cannot be changed. In this situation, an activity must be logged.

Field Name/Checkbox	What is this?
Log Activity	Check to create an Activity for this schedule, proposal, or summary. If your agency is set up to require activity logging for Schedules/Proposals, this option is checked and cannot be changed. In this situation, an activity must be logged.
Provide Default Description	Check this option to display the type of merge (e.g., Merge & view) and the document name on the first line of the description field in the Activity data entry form.
Activity Description	Use this area to enter an Activity description that appears for the customer, or for all recipients of a Target List.

What's Next?

Do you want to add a new main document to the library? See Document Library or DocDesigner for more information.

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© 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

SchedulesProposals

Accessing Schedules/Proposals

Merging a Schedule/Proposal/Summary

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