Business Auto

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

Business Auto Line of Business

The purpose of the Business Auto line of business form is to gather auto information specific to the policy you are attaching this line of business to.

To access the Business Auto line of business data entry form, first add the Business Auto line of business to the Line of Business section of the Policy form. Then, click the link for this specific line business. Click here for an example.

The Line of Business list is filtered by the Type of Business selected in the Basic Policy Information section, only if the Filter data entry and lines of business by Type of Business checkbox is checked.

Click a section below for specific information about that section of the data entry form.

The Business Auto Policy uses numeric symbols to indicate the types of vehicles for which coverage is in effect. For a list of the symbols and their definitions, click the glossary word symbols.

By selecting coverages here you can use the Get Coverages button in the Coverages section to automatically pull the coverages for the symbols you selected.

Field	What is this?
Liability	Check the symbols that apply. If the Liability - Other Symbol Checkbox is checked, then enter the symbols that apply.
Personal Injury Protection	Check the symbols that apply.
Additional PIP	Check the symbols that apply.
Property Protection	Enter the property protection symbols.
Medical Payments	Check the symbols that apply.
Uninsured Motorist	Check the symbols that apply.
Underinsured Motorist	Check the symbols that apply.
Towing & Labor	Check the symbols that apply.
Comprehensive	Check the symbols that apply.
Specified Causes of Loss	Check the symbols that apply.
Collision	Check the symbols that apply.
Additional Coverage/Symbols	Select the coverage from the list and then enter the symbols that apply.
Endorsements, Forms, Conditions	Enter any endorsements, forms, or conditions included on this policy.

Field

What is this?

Get Coverages

Use to create coverages based on the covered auto symbols you selected in the previous section. Click this button to create pre-determined coverages in the coverage list. You can then add, edit, or delete items in the list. Click here to see the default coverages created.

Total Line of Business

Field	What is this?
Premium	You can enter the premium total here or by coverage as you enter the detail in the line of business data entry form.
Calculate	Use Calculate to have AMS360 add the amounts entered for the individual coverages and display the total in the Premium field.

Default New Vehicle Coverages

Field

What is this?

From Line of Business

If the default setting is set to From Line of Business and there are no coverage rows at the line of business level, no coverages default to vehicle.

From Last Vehicle

Choosing this option means the coverages literally from the last vehicle you entered, which is not necessarily the last one in the list.

If the default setting is set to From Last Vehicle and there are no vehicle rows, or if no coverages exist for the vehicle, no coverages default.

If vehicles, INCLUDING coverages, are copied using Copy Line of Business, you cannot select to default new vehicle coverages here as the vehicles and coverages were copied over simultaneously.

Update Vehicle Coverages

Click to allow the system to determine if the Limit1, Limit2, Deductible Amt, Deductible Type has changed for any coverage during the policy’s effective date; or if a coverage row has been added.

Coverages are only updated for vehicles not marked as Exclude from coverage auto update under Vehicle Information.

Type-in Grid

Add information to a type-in grid by entering directly in each field on the grid. You can also use the actions, New, Edit, Delete on the section menu to work with the data in the type-in grid. The New and Edit actions open the data entry fields in the extended format. The Type-in Grid is then disabled.

See Data Entry Forms - Grids, Type-in Grids, and Tables topic for more information on how to use this feature.

Coverage Level

Option/Field	What is this?
Line of Business	Select this option if the coverage you are entering applies at the line of business level versus the individually scheduled item.
State	Select this option if the coverage is based on the state.
Location	Select this option if the coverage applies to the location versus line of business, state, or individually scheduled item.

Coverage

Select the coverage from the list.

See Coverage and Endorsement Setup for more information on adding to the coverage list.

Form Section

The Form Section refers to the section of the ACORD 127 form where data about the selected Coverage appears. For integrated coverages, the system selection defaults to the appropriate section. If necessary, you can select a section from the list.

Sort Order #

Enter the order that this coverage should appear in the grid and on forms.

Limit 1
Limit 2

Enter the single or split limits that apply.

Premium

Enter the cost of this coverage.

Ded Type

Select the deductible type.

Ded Amt

Enter the deductible amount.

Number of

Based on the coverage, enter the number of items at risk, if applicable.

Rate

The rate at which coverage is calculated.

Miscellaneous Information

Enter any additional information that applies to this coverage.

Factors

Hired/Borrowed

Field

What is this?

State

Select the state for the vehicles hired or borrowed.

Cost of Hire

Enter the amount the insured is paying for the use of the vehicles.

If Any Basis?

Select whether this option applies.

#Days

Enter the number of days for which the vehicles are hired.

# Vehicles

Enter the number of vehicles hired.

Class

Enter the class of vehicles hired or borrowed.

Hired Liability Rate

Enter the liability rate for hired vehicles.

Hired PD Rate

Enter the property damage rate for hired vehicles.

Primary Coverage?

Indicate whether this policy provides primary coverage.

Minimum Premium Applies?

Indicate whether the minimum premium applies.

Coverage

To select a coverage from the list, check the box and choose the coverage. Then enter the following information:

Field	What is this?
Limit1 Limit 2	Enter the single or split limits that apply.
Premium	Enter the cost of this coverage.
Ded. Amt	Enter a deductible amount, if applicable.
Ded. Type	Enter a deductible type, if applicable.
Rate	The rate at which coverage is calculated.
Number of	Based on the coverage, enter the number of items at risk, if applicable.

Comprehensive

To select comprehensive coverage, check the box, and then enter the following information:

Field	What is this?
Limit1 Limit 2	Enter the single or split limits that apply.
Premium	Enter the cost of this coverage.
Ded. Amt	Enter a deductible amount, if applicable.
Ded. Type	Enter a deductible type, if applicable.
Rate	The rate at which coverage is calculated.
Number of	Based on the coverage, enter the number of items at risk, if applicable.

Spec C of L

To select specified cause of loss coverage, check the box, and then enter the following information:

Field	What is this?
Limit1 Limit 2	Enter the single or split limits that apply.
Premium	Enter the cost of this coverage.
Ded. Amt	Enter a deductible amount, if applicable.
Ded. Type	Enter a deductible type, if applicable.
Rate	The rate at which coverage is calculated.
Number of	Based on the coverage, enter the number of items at risk, if applicable.

Collision

To select collision coverage, check the box, and then enter the following information:

Field	What is this?
Limit1 Limit 2	Enter the single or split limits that apply.
Premium	Enter the cost of this coverage.
Ded. Amt	Enter a deductible amount, if applicable.
Ded. Type	Enter a deductible type, if applicable.
Rate	The rate at which coverage is calculated.
Number of	Based on the coverage, enter the number of items at risk, if applicable.

Additional Rates/Premiums

Field	What is this?
Coverage	Select the coverage from the list.
Form Section	Select the section of the form where this coverage will appear.
Sort Order #	Enter the order that this coverage should appear in the grid and on forms.
Limit 1 Limit 2	Enter the single or split limits that apply.
Premium	Enter the cost of this coverage.
Ded. Type	Select the deductible type.
Ded. Amt	Enter the deductible amount.
Number of	Based on the coverage, enter the number of items at risk, if applicable.
Rate	The rate at which coverage is calculated.
Miscellaneous Information	Enter any additional information that applies to this coverage.

Factors

Non-Owned

Field

What is this?

State

Select the state from the list.

Class

Enter the class of vehicles.

Group Type

Select the group from the list.

Number of

Enter the number of this class and group.

Percent

Enter the percent.

Social Service Agency?

Select whether or not the applicant is a social service agency.

Individual Liability?

Indicate whether or not individual liability exists.

Coverage

To select a coverage from the list, check the box and choose the coverage. Then enter the following information:

Field	What is this?
Limit 1 Limit 2	Enter the single or split limits that apply.
Premium	Enter the cost of this coverage.
Ded. Amt	Enter a deductible amount, if applicable.
Ded. Type	Enter a deductible type, if applicable.
Rate	The rate at which coverage is calculated.
Number of	Based on the coverage, enter the number of items at risk, if applicable.

Additional Rates/Premiums

Field	What is this?
Coverage	Select the coverage type from the list.
Forms Section	Select the section of the form where this coverage will appear.
Sort Order #	Enter the order that this coverage should appear in the grid and on forms.
Limit 1 Limit 2	Enter the single or split limits that apply.
Premium	Enter the cost of this coverage.
Ded. Type	Select the deductible type.
Ded. Amt	Enter the deductible amount.
Number of	Based on the coverage, enter the number of items at risk, if applicable.
Rate	The rate at which coverage is calculated.
Miscellaneous Information	Enter any additional information that applies to this coverage.

Factors

Drive Other Car

Field

What is this?

State

Select the state from the list.

Number Employed

Enter the number of employees.

Number Covered

Enter the number of employees covered by this policy.

Class

Enter the class of vehicles.

Coverage

To select a coverage from the list, check the box and choose the coverage. Then enter the following information:

Field	What is this?
Limit 1 Limit 2	Enter the single or split limits that apply.
Premium	Enter the cost of this coverage.
Ded. Amt	Enter a deductible amount, if applicable.
Ded. Type	Enter a deductible type, if applicable.
Rate	The rate at which coverage is calculated.
Number of	Based on the coverage, enter the number of items at risk, if applicable.

Additional Rates/Premiums

Field	What is this?
Coverage	Select from the list.
Form Section	Select the section of the form where this coverage will appear.
Sort Order #	Enter the order that this coverage should appear in the grid and on forms.
Limit 1 Limit 2	Enter the single or split limits that apply.
Premium	Enter the cost of this coverage.
Ded. Type	Select the deductible type.
Ded. Amt	Enter the deductible amount.
Number of	Based on the coverage, enter the number of items at risk, if applicable.
Rate	The rate at which coverage is calculated.
Miscellaneous Information	Enter any additional information that applies to this coverage.

Factors

Additional Coverages By Class

Hired/Borrowed

Field

What is this?

State

Select the state for the vehicles hired or borrowed.

Cost of Hire

Enter the amount the insured is paying for the use of the vehicles.

If Any Basis?

Select whether this option applies, YesorNo.

#Days

Enter the number of days for which the vehicles are hired.

# Vehicles

Enter the number of vehicles hired.

Class

Enter the class of vehicles hired or borrowed.

Hired Liability Rate

Enter the liability rate for hired vehicles.

Hired PD Rate

Enter the property damage rate for hired vehicles.

Primary Coverage?

Indicate whether this policy provides primary coverage, YesorNo.

Minimum Premium Applies?

Indicate whether the minimum premium applies, YesorNo.

Coverage

To select a coverage from the list, check the box and choose the coverage. Then enter the following information:

Field	What is this?
Limit 1 Limit 2	Enter the single or split limits that apply.
Premium	Enter the cost of this coverage.
Ded. Amt	Enter a deductible amount, if applicable.
Ded. Type	Enter a deductible type, if applicable.
Rate	The rate at which coverage is calculated.
Number of	Based on the coverage, enter the number of items at risk, if applicable.

Comprehensive

To select comprehensive coverage, check the box, and then enter the following information:

Field	What is this?
Limit 1 Limit 2	Enter the single or split limits that apply.
Premium	Enter the cost of this coverage.
Ded. Amt	Enter a deductible amount, if applicable.
Ded. Type	Enter a deductible type, if applicable.
Rate	The rate at which coverage is calculated.
Number of	Based on the coverage, enter the number of items at risk, if applicable.

Spec C of L

To select specified cause of loss coverage, check the box, and then enter the following information:

Field	What is this?
Limit 1 Limit 2	Enter the single or split limits that apply.
Premium	Enter the cost of this coverage.
Ded. Amt	Enter a deductible amount, if applicable.
Ded. Type	Enter a deductible type, if applicable.
Rate	The rate at which coverage is calculated.
Number of	Based on the coverage, enter the number of items at risk, if applicable.

Collision

To select collision coverage, check the box, and then enter the following information:

Field	What is this?
Limit 1 Limit 2	Enter the single or split limits that apply.
Premium	Enter the cost of this coverage.
Ded. Amt	Enter a deductible amount, if applicable.
Ded. Type	Enter a deductible type, if applicable.
Rate	The rate at which coverage is calculated.
Number of	Based on the coverage, enter the number of items at risk, if applicable.

Additional Rates/Premiums

Field	What is this?
Coverage	Select the coverage from the list.
Form Section	Select the section of the form where this coverage will appear.
Sort Order #	Enter the order that this coverage should appear in the grid and on forms.
Limit 1 Limit 2	Enter the single or split limits that apply.
Premium	Enter the cost of this coverage.
Ded. Type	Select the deductible type.
Ded. Amt	Enter the deductible amount.
Number of	Based on the coverage, enter the number of items at risk, if applicable.
Rate	The rate at which coverage is calculated.
Miscellaneous Information	Enter any additional information that applies to this coverage.

Factors

Non-Owned

Field

What is this?

State

Select the state from the list.

Class

Enter the class of vehicles.

Group Type

Select the group from the list.

Number of

Enter the number of this class and group.

Percent

Enter the percent.

Social Service Agency?

Select whether or not the applicant is a social service agency.

Individual Liability?

Indicate whether or not individual liability exists.

Coverage

To select a coverage from the list, check the box and choose the coverage. Then enter the following information:

Field	What is this?
Limit 1 Limit 2	Enter the single or split limits that apply.
Premium	Enter the cost of this coverage.
Ded. Amt	Enter a deductible amount, if applicable.
Ded. Type	Enter a deductible type, if applicable.
Rate	The rate at which coverage is calculated.
Number of	Based on the coverage, enter the number of items at risk, if applicable.

Additional Rates/Premiums

Field	What is this?
Coverage	Select the coverage type from the list.
Forms Section	Select the section of the form where this coverage will appear.
Sort Order #	Enter the order that this coverage should appear in the grid and on forms.
Limit 1 Limit 2	Enter the single or split limits that apply.
Premium	Enter the cost of this coverage.
Ded. Type	Select the deductible type.
Ded. Amt	Enter the deductible amount.
Number of	Based on the coverage, enter the number of items at risk, if applicable.
Rate	The rate at which coverage is calculated.
Miscellaneous Information	Enter any additional information that applies to this coverage.

Factors

Drive Other Car

Field

What is this?

State

Select the state from the list.

Number Employed

Enter the number of employees.

Number Covered

Enter the number of employees covered by this policy.

Class

Enter the class of vehicles.

Coverage

To select a coverage from the list, check the box and choose the coverage. Then enter the following information:

Field	What is this?
Limit 1 Limit 2	Enter the single or split limits that apply.
Premium	Enter the cost of this coverage.
Ded. Amt	Enter a deductible amount, if applicable.
Ded. Type	Enter a deductible type, if applicable.
Rate	The rate at which coverage is calculated.
Number of	Based on the coverage, enter the number of items at risk, if applicable.

Additional Rates/Premiums

Field	What is this?
Coverage	Select from the list.
Form Section	Select the section of the form where this coverage will appear.
Sort Order #	Enter the order that this coverage should appear in the grid and on forms.
Limit 1 Limit 2	Enter the single or split limits that apply.
Premium	Enter the cost of this coverage.
Ded. Type	Select the deductible type.
Ded. Amt	Enter the deductible amount.
Number of	Based on the coverage, enter the number of items at risk, if applicable.
Rate	The rate at which coverage is calculated.
Miscellaneous Information	Enter any additional information that applies to this coverage.

Factors

Field

What is this?

Get Drivers

Click this link to open the Get Drivers data entry from where you can copy drivers from another policy for this or another customer.

Re-number

Click this button to renumber the drivers in the grid sequentially starting with 1.

For example, if the driver numbers appear in the following order within the grid:

0003

0005

0009

0010

When you click Re-number, AMS360 renumbers the drivers sequentially retaining their current order in the grid. Therefore, in our example the numbers listed are changed as follows:

0003 to 0001

0005 to 0002

0009 to 0003

0010 to 0004

Type-in Grid

See Using the Type-in Grid for Data Entry topic for more information on how to use this feature.

Add information to a type-in grid by entering directly in each field on the grid. You can also use the actions, New, Edit, Delete on the section menu to work with the data in the type-in grid. The Edit action opens the data entry fields in the extended format.

Keyboard Navigation in a Type-in Grid

The following keyboard shortcuts allow you to move easily throughout the grid:

Keystroke	Action
Up and Down Arrows	Moves up or down on row with in the same level grid.
Left and Right Arrows	Moves right or left to the next available cell in the current grid row. If you are on the last cell of a row the right arrow moves you to the first cell of the next row. If you are on the first cell of a row, the left arrow moves you to the last cell of the previous row.
Tab	Moves right to the next available cell in the current grid row. If you are on the last cell of a row moves you to the first cell of the next row.
Shift + Tab	Moves left to the next available cell in the current grid row. If you are on the first cell of a row moves you to the last cell of the previous row.
Ctrl + End	Moves to the last row of a grid
Ctrl + Down Arrow	Move down to the next level of a grid. Example Move from Location 1 in the Location grid to the Building grid with the buildings associated with Location 1.
Ctrl + Up Arrow	Move up to the next level of a grid. Example Move from Building grid to the Location grid.
Crtl + Spacebar	Expands or collapses a row.
Alt + Down Arrow	Use on a drop-down list to open the list.
Alt + Up Arrow	Use on a drop-down list to close the list.

Identifying the Active Type-in Grid Row

The right arrow icon identifies the grid row you are currently editing. Clicking another row or using a keystroke combination to move to another row makes that one active.

Editing Data in a Grid Row

Use the following keys to edit data within the grid:

Keystroke	Action
F2	Allows you to edit specific data within the field versus removing the existing data and replacing it with the typed information. Example You typed 100 and meant to type 1000000. Press F2, the data in the cell is highlighted. Press end and type 0000.
Esc	Cancels data entry and returns the cell to its original state with the previous data. This is equivalent to Cancel on a data entry screen.
Delete	Deletes the data in the current cell.
Spacebar	When used in a cell that is a check box, it toggles between checking and unchecking the box.

Type-in Grid Pop-up Menus

When working in a grid right-click the header row for the following actions:

Menu Item	Action
New	Adds a row to the grid for adding an item.
Edit	Opens the expanded data entry edit fields for the current row.
Delete	Deletes the current row.
Export to Excel	Copies the entire grid structure, including data to Excel. The display in Excel uses the Subtotal feature of Excel. For more information about working with subtotals, see Excel help.

Driver #

Tracking number. This number increments each time you add a new driver, but can be changed.

Name & Address

Enter the name and address of the driver.

Personal Information

Field	What is this?
Date of Birth	Enter the date or use the Date Picker to select the driver's date of birth.
SSN	Enter the driver's social security number. AMS 360 will format it for you.
Sex	Select the driver's sex from the list.
Marital Status	Select the driver's marital status from the list.

License, Experience, & Usage

Field	What is this?
State Licensed	Select the state the driver is licensed in.
Year Licensed	Enter the year licensed.
Driver's License #	Enter the driver's license number.
Commercial Driver Since	Enter the year the driver first became a commercial driver.
Hire Date	Enter the date or use the Date Picker to select the date the driver was hired by the insured.
Use Veh #	Enter the primary vehicle number that this driver uses.
Percent Use	Enter the percentage of time this driver uses the vehicle specified.

Field/Button	What is this?
Get All Policy Locations	Click this button to automatically enter all policy location data, as entered in the 125, 130 Applicant Information / Locations > Commercial Locations section of the Policy data entry form. When you click the button, data flows to the grid. You can then highlight an individual grid row and click the Delete or Edit commands to modify information as needed.
Type-in Grid	Add information to a type-in grid by entering directly in each field on the grid. You can also use the actions, New, Edit, Delete on the section menu to work with the data in the type-in grid. The New and Edit actions open the data entry fields in the extended format. The Type-in Grid is then disabled. See Data Entry Forms - Grids, Type-in Grids, and Tables topic for more information on how to use this feature.
Policy Location	Select the location if it is the same as a location entered on the policy.
Garage Location #	This pre-fills from the selected location. If you do not select a location, enter a number here.
Address 1 Address 2 City State Zip	This pre-fills from the selected location. If you do not select a location, enter the address information here.

Field

What is this?

Get Vehicles

Click the link to open the Get Vehicles data entry form. Use this form to copy vehicle information into this line of business from the customer's records.

This feature is not available while editing vehicle information.

Copy Existing Vehicle

Field/Button	What is this?
From Vehicle #	Select the vehicle number you want to copy from.
To Vehicle #	Select the vehicle number you want to copy to.
Copy	Click to copy vehicle and coverage information from the first vehicle selected to the second. The customer VIN (vehicle number), and Lic. Plate # (license plate number) are left blank so you can enter this information for the newly created vehicle. You can copy information to an existing vehicle number, creating a vehicle with a duplicate number. The copy creates a new vehicle line, it does not merge information with the existing vehicle with the same number.

Re-number

Click to automatically renumber the vehicles in the grid in sequential order.

Type-in Grid

See Data Entry Forms - Grids, Type-in Grids, and Tables topic for more information on how to use this feature.

Exclude vehicle from coverage

Check to exclude this vehicle from being updated when the Update Vehicle Coverages button is selected in the Coverage section.

Vehicle #

Enter the vehicle number. The number increments each time you add a new vehicle.

You can enter up to 9999 vehicles per policy.

Customer Vehicle #

Enter the number by which the customer identifies the vehicle.

Vehicle Information

Field	What is this?
Year	Enter the year the vehicle was manufactured.
Make	Enter the make of the vehicle.
Model	Enter the model of the vehicle.
Vin	Enter the vehicle identification number ( VIN).
Body Type	Select the body type of the vehicle from the list.
Cost New	If actual cash value coverage is desired, indicate the original retail cost the original purchaser paid for the vehicle and equipment.
Purchase Date	Enter the date the vehicle was purchased by the applicant.
Symbol/Age	Enter the age of the vehicle in years, as follows: 1 - Current model year 2 - First preceding model year 3 - Second preceding model year 4 - Third preceding model year 5 - Fourth preceding model year 6 - All other autos
Lic. Plate #	Enter the license plate number of the vehicle.
License State	Select the state in which the vehicle is licensed.

Rating Information

Field

What is this?

Fleet?

Select whether or not this vehicle is part of a fleet.

These are Tri-state Radio Buttons. Select Yes, No, or neither.

Garage Location

Select the garage location of the vehicle.

For a location to appear in the list, you must first enter it in the Garage Locations section of the data entry form.

Usage

Select the primary use of the vehicle from the list.

Class

Enter the primary industry classification code for commercial vehicles.

SIC

Enter the secondary Special Industry Class code that applies to commercial vehicles as determined by industry rating manuals.

Territory

Enter the rating territory code where the vehicle is principally garaged.

Seat CP

Use for public and livery vehicles. Enter the number of passenger seats available.

GVW/GCW

These terms identify the size class of commercial vehicles. The weights must be entered so the vehicle can be classified correctly.

Group/Field	What is this?
GVW	Gross Vehicle Weight - The maximum loaded weight for which a single vehicle is designed by the manufacturer.
GCW	Gross Combined Weight - The maximum loaded weight for a combination truck-tractor and semi-trailer or trailer for which the truck-tractor is designed as specified by the manufacturer.

Horse Power

The horsepower of the vehicle's engine.

Radius

Enter the appropriate radius code as follows:

Group/Field	What is this?
L = Local	Up to 50 miles. Not frequently operated beyond a 50-mile radius from the point of principal garaging.
I = Intermediate	Operation beyond 50 miles, but not regularly operated beyond a 200-mile radius from the point of principal garaging.
LD = Long Distance	Regularly and frequently operated beyond a radius of 200 miles.

Farthest Term

For zone-rated vehicles, enter the town name and state of the farthest terminal that this vehicle travels to, from the normal garaging location.

Near Zone

For zone-rated vehicles, enter the nearest zone to which the vehicle normally travels.

Far Zone

For zone-rated vehicles, enter the farthest zone to which the vehicle normally travels.

Special Use

From the lists, select any special use that applies to the vehicle.

Special Class Code

Enter any special class code that applies to this vehicle.

Primary Rate Liability Factor

The rating factor from the primary liability classification table. You can leave this field blank if you are not rating this application.

Primary Rate PD Factor

The rating factor from the primary property damage classification table. You can leave this field blank if you are not rating this application.

Secondary Rate Factor

The sum of the rating factors from the secondary classification table. You can leave this field blank if you are not rating this application.

Vehicle Coverages/Limits/Premiums

Field

What is this?

Copy Coverages/ Limits From

Options/Button	What is this?
Vehicle #	Select a vehicle to copy coverages from.
Line of Business	Select to copy the coverages from the line of business level on this policy to this vehicle level.
Copy	Click to copy using the selected option.

Coverage

Select the type of coverage from the list.

Form Section

Select the section of the form where this coverage will appear.

Sort Order #

Enter the order that this coverage should appear in the grid and on forms.

Limit 1
Limit 2

Enter the single or split limits that apply.

Premium

Enter the cost of this coverage.

Ded Type

Select the deductible type.

Ded Amt

Enter the deductible amount.

Valuation

Select the type of valuation for this coverage.

Number of

Based on the coverage, enter the number of items at risk, if applicable.

Rate

The rate at which coverage is calculated.

Miscellaneous Information

Enter any additional information that applies to this coverage.

Factors

Answer the questions and explain Yes answers in Remarks.

Button/Options/ Fields	What is this?
Set all "No"	Click to answer all questions No. You can then change individual answers as necessary.
Maximum Dollar Value Subject to Loss	Enter the highest dollar value that the insurer is subject to, if a major automobile loss occurs on the insured's premises.
Description of Garage/ Storage Locations	Provide a brief description for all garage or storage locations for the vehicles. Example: Fenced in secured lot or Closed secured garage.

Enter individuals or entities who have an insurable interest in this policy. You can add as many Additional Interests (AI) as needed.

The following information applies to the extended data entry fields. For more information about using the type-in grid see Data Entry Forms - Grids, Type-Grids, and Tables.

Field

What is this?

Type-in Grid

See Data Entry Forms - Grids, Type-in Grids, and Tables topic for more information on how to use this feature.

Filter

Use these selections to find Additional Interest data that has already been entered in the Additional Interest Setup.

Field

What is this?

Type

Select the term that best describes the nature of the insurable interest in the policy item.

Selections in this list are maintained in List Setup.

Name

The names that are available on this list depend on the Type you just selected.

Once you have selected a Name, click Refresh to automatically enter contact information in the following fields.

Type

Select the term that best describes the nature of the insurable interest in the policy item. Selections in this list are maintained in List Setup.

Name

Type the information or choose an interest from the list. Names are added to this list through Additional Interest Setup.

Enter the name exactly as the interest requires it to appear on the Evidence of Property, Binder, Certificate, or other forms.

Contact

If the interest is a business, enter the name of the contact here.

Address

Enter the information as you want it to appear on forms and correspondence, including capitalization and punctuation.

City

State

Zip

Phone Numbers and Email

Group/Field	What is this?
Phone/Ext	Enter the interest's telephone number and extension.
Fax/Ext	Enter the interest's fax number and extension.
Email	Enter the interest's email address.

Write Additional Interest to Setup

Check this box to save the contact information to the Additional Interest Setup. Once you click Save, this Additional Interest can be selected from the Filter lists for any Line of Business.

Interest

Group/Field

What is this?

Rank

Use to indicate the position the interest bears in the exposure. Use a numeric value in this field.

Example: First mortgagee = 1, second mortgagee = 2.

Payor

Check this box if the interest is responsible for paying the premium.

This causes the interest name and address to flow to the Bill To section of the Create Invoice form. It also checks the appropriate Payor box on the application.

Certificate

Group/Field	What is this?
Required/Date	If this interest requires a certificate of insurance, check this option. If applicable, enter the date the certificate is required or choose it from the date picker.
Issued/Date	If this interest requires a certificate of insurance and it has been issued, check this option. If applicable, enter the date the certificate was issued or choose it from the date picker.

Policy

Group/Field	What is this?
Required/Date	If this interest requires a copy of the policy, check this option. If applicable, enter the date the policy is required or choose it from the date picker.
Issued/Date	If this interest requires a copy of the policy, and it has already been provided, check this option. If applicable, enter the date the policy was issued or choose it from the date picker.

Loan Information

Group/Field	What is this?
Reference/Loan #	Enter any reference information or loan number for the interest.
Final Payment	If available, enter the date the final payment on the obligation is due.

Item

Group/Field	What is this?
Vehicle	Select from the list, or enter information in Other.
Item Description	If the AI has an interest in an exposure in the policy, rather than the entire policy, type a description of the item here.

Desc of Ops/Special Conditions

Complete the following fields for Additional Interests requiring Certificates of Insurance or Evidence of Business Auto Insurance.

Group/Field	What is this?
Text	Choose from saved text stored under Text Setup. You must have proper authorization to access Text Setup.
Insert/Append	Insert appears when no text exists in field. Use Append to add selected text to end of an existing description.
Replace	Selected text will replace existing text in field.
Text Setup	Opens the Text Setup dialog box. Link only appears if you have proper authorization.

Additional Information

Group/Field	What is this?
Job Type	Enter the job type for the customer. For example, remodel, demolition, painting, etc.
Job #	Enter a State assigned Job #.
Project End Date	Estimated date the job will complete.
Licensed	Check box if customer is licensed.
Bonded	Check box if customer 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.

Field	What is this?
Type-in Grid	Add information to a type-in grid by entering directly in each field on the grid. You can also use the actions, New, Edit, Delete on the section menu to work with the data in the type-in grid. The New and Edit actions open the data entry fields in the extended format. The Type-in Grid is then disabled. See Data Entry Forms - Grids, Type-in Grids, and Tables topic for more information on how to use this feature.
Form #	Policy form number or company form designation for the type of policy/coverage desired.
Edition Date	Enter the Edition Date that applies to this form in MM/YYYY format.
Form Name	Enter the name of the form.
Description	Enter the form description.

A free-form area to add information about the policy that is not entered elsewhere.

Fields	What is this?
Type-in Grid	Add information to a type-in grid by entering directly in each field on the grid. You can also use the actions, New, Edit, Delete on the section menu to work with the data in the type-in grid. The New and Edit actions open the data entry fields in the extended format. The Type-in Grid is then disabled. See Data Entry Forms - Grids, Type-in Grids, and Tables topic for more information on how to use this feature.
Question	The company unique question(s) assigned to the business auto line of business. This field is not available for change. For more on setting up the company unique questions and assigning them to specific lines of business, see the Company Unique Question Assignment section of Company Setup.
Answer Data Type	The data type the answer must be given in (e.g., Text, Time, Date, Phone number). This field is not available for change.
Answer	Enter an answer to the company unique question.

Form Mapping

Click here to see where data flows to the ACORD and other forms

What's Next

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