R | This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package. |
The purpose of the Inland Marine (C)line of business form is to gather information specific to the policy you are attaching this line of business to.
To access the Commercial Inland Marine line of business data entry form, first add the Inland Marine (C) line of business to the Line of Business section of the Policy form. Then, click the link for this specific line of 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 also checked.
Click a section below for specific information about that section of the data entry form.
I nland Marine Locations/Job SitesLocations and buildings must be entered or identified here to become available in other sections of this form.
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Field |
What is this? |
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Get All Policy Locations |
Click this button to automatically fill the grid with all policy location data, as entered in the 125, 130 Applicant Information / Locations > Commercial Locations section of the Policy data entry form. You can highlight an individual grid row and click Delete or Edit to modify information as needed. |
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Get Location |
If you have previously entered locations, select one from the list. This pulls the address information. Locations are entered in the Policy form > 125, 130 Applicant Information / Locations section > Commercial Locations subsection. |
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Get Building |
If you have previously entered buildings, select one from the list. This pulls the address information. Buildings are entered in the Policy form > 125, 130 Applicant Information / Locations section > Commercial Locations subsection > Buildingssubsection. |
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Location # |
If you chose Get Location, the location number you selected pre-fills here. You can enter the location number in this field manually. However, it does not flow back to the locations entered in the Policy form > 125, 130 Applicant Information / Locations section > Commercial Locations subsection. |
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Building # |
If you chose Get Building, the building number you selected pre-fills here. You can enter the building number in this field manually. However, it does not flow back to the buildings entered in the Policy form > 125, 130 Applicant Information / Locations section > Commercial Locations subsection > Buildings subsection. |
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Address |
If the address has been entered in the Commercial Location section of the policy, then it pre-fills here when a location/building is selected. You can also enter the address here manually. |
Locations and buildings must be entered or identified here to become available in other sections of this form.
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Field |
What is this? |
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Get All Policy Locations |
Click this button to automatically fill the grid with all policy location data, as entered in the 125, 130 Applicant Information / Locations > Commercial Locations section of the Policy data entry form. You can highlight an individual grid row and click Delete or Edit to modify information as needed. |
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Get Location |
If you have previously entered locations, select one from the list. This pulls the address information. Locations are entered in the Policy form > 125, 130 Applicant Information / Locations section > Commercial Locations subsection. |
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Get Building |
If you have previously entered buildings, select one from the list. This pulls the address information. Buildings are entered in the Policy form > 125, 130 Applicant Information / Locations section > Commercial Locations subsection > Buildingssubsection. |
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Location # |
If you chose Get Location, the location number you selected pre-fills here. You can enter the location number in this field manually. However, it does not flow back to the locations entered in the Policy form > 125, 130 Applicant Information / Locations section > Commercial Locations subsection. |
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Building # |
If you chose Get Building, the building number you selected pre-fills here. You can enter the building number in this field manually. However, it does not flow back to the buildings entered in the Policy form > 125, 130 Applicant Information / Locations section > Commercial Locations subsection > Buildings subsection. |
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Address |
If the address has been entered in the Commercial Location section of the policy, then it pre-fills here when a location/building is selected. You can also enter the address here manually. |
T otal Premium|
Field |
What is this? |
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Total Premium |
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Equipment Floater|
Field |
What is this? |
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Type of Operation |
Describe the type of work the applicant performs and the nature of this business. This information can also appear on the Application Section (ACORD 125). If so, enter "see ACORD 125." |
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Territory of Operation |
Specify exactly where the equipment or schedule of items is normally located. For a specific location, give the address, or information such as the construction site name and address, city, county or state. |
Equipment Summary|
Field/Group |
What is this? |
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Location or Blanket |
Select whether the coverage you are entering applies to a specific Location or all locations (Blanket). You can add multiple Blanketcoverages. If you select Blanket, the Location list becomes unavailable. |
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Location # |
Select the location from the list. These locations were entered or identified in the Inland Marine Locations/Job Sites section of this line of business. You must have clicked Get All Policy Locationsat the top of this form to see the locations in the list box. |
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Category |
From the list, select the category of the unit at risk. |
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Sub-category |
From the list, select the sub-category of the unit at risk |
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Scheduled/ Unscheduled |
From the list, choose one of the following:
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Default Valuation |
From the list, select the type of valuation you want to default to the items you enter. Setting this you will only need to change the valuation for items that differ from this setting. |
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% Coinsurance |
Enter the coinsurance percentage, if applicable. |
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Coverage |
Select the type of coverage that applies to this equipment summary. You can enter additional coverages in the section following Unscheduled Equipment. After selecting a coverage, the Ded Amt, Type, and Premium fields become active. |
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Amt of Insurance |
The total liability for the summary. |
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Total Items |
The number of items included in the coverage. |
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Ded Amt |
Becomes active after entering a coverage. The amount of deductible. |
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Ded Type |
Type of deductible. |
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Premium |
The premium for the coverage entered. |
Scheduled EquipmentThe Schedule Equipment section uses the Type-in Grid feature of data entry. See Data Entry Forms - Grids, Type-in Grids, and Tables topic for more information on how to use this feature.
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Field/Group |
What is this? |
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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. |
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Re-number |
Click to re-number items in the Item # column in sequential order starting at 1. This button is disabled if no items exist in the grid, or if the data entry fields are expanded. |
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Item # |
AMS360 automatically assigns the next sequential number when entering a new item. You can override this number. |
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Cust(omer's) Item # |
If the customer's assigned item number is different than the one you assigned, enter the customer's number here. |
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Year |
Enter the model year of each scheduled item, or the specific year in which the equipment was manufactured, if applicable. |
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Manufacturer |
Indicate the manufacturer of the item. |
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Model |
Enter the model name or number for the item. |
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Description |
Describe the type of equipment being insured. |
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Serial # |
Enter the item's serial number or any other identifying symbol. |
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Amt. of Ins |
Enter the amount of insurance representing the liability limit for the item you are entering. |
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Capacity |
Indicate the capacity, if applicable. |
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Condition |
Select the condition (NeworUsed) of the item you are entering. |
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Ownership |
From the list select whether the item is LeasedorOwned. |
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Date Purchased |
Enter the date the item was purchased by the insured. |
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Valuation Type |
From the list, select the type of valuation for the item. |
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Value |
Enter the value for the item you are entering. |
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Valuation Date |
Enter the date the item was assigned the value entered above. |
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(Total) |
Informational only. A field at the bottom of the grid keeps a running total of the amount of insurance entered for all scheduled equipment. |
Additional InterestsEnter individuals or entities who have an insurable interest in this policy. You can add as many Additional Interests 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.
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Field |
What is this? |
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Filter |
Use these selections to find Additional Interest data that has already been entered in the Additional Interest Setup.
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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. |
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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. |
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Contact |
If the interest is a business, enter the name of the contact here. |
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Address |
Enter the information as you want it to appear on forms and correspondence, including capitalization and punctuation. |
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City |
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State |
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Zip |
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Phone Numbers and Email |
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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. |
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Interest |
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Certificate |
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Policy |
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Loan Information |
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Item |
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Unscheduled Equipment|
Field |
What is this? |
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Description |
Describe the unscheduled grouping. Example: Miscellaneous Hand Tools or Camera Lenses. |
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Max Item |
Enter the maximum value of any single item within this grouping. |
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Amount of Ins. |
Enter the total value of all of the unscheduled items. Values can be either on a replacement cost or actual cash value basis. |
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% Coins |
Enter the percentage contemplated by the amount of insurance required. Most insurers require 100 percent coinsurance. |
Additional Coverages|
Field |
What is this? |
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Coverage |
Select the coverage from the list. |
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Sort Order |
Enter the order this coverage should appear in the grid and on forms. |
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Limit 1 |
Enter the single or split limits that apply. |
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Premium |
Enter the cost of this coverage. |
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Ded Amt |
Enter the deductible amount. |
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Ded Type |
Select the deductible type. |
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Ded Basis |
Select the basis to which the deductible applies. Example: Per Loss, Location, Annual, etc. |
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Exposure |
Based on the coverage, enter the amount of exposure the insured has, if applicable. |
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Rate |
The rate at which coverage is calculated. |
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Miscellaneous Information |
Enter any additional information that applies to this coverage. |
Factors|
Field |
What is this? |
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Description |
Describe the factor you are entering. |
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Factor |
Enter the factor and AMS360 will calculate the amount for you. |
Additional InterestsEnter individuals or entities who have an insurable interest in this policy. You can add as many Additional Interests 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.
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Field |
What is this? |
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Filter |
Use these selections to find Additional Interest data that has already been entered in the Additional Interest Setup.
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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. |
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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. |
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Contact |
If the interest is a business, enter the name of the contact here. |
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Address |
Enter the information as you want it to appear on forms and correspondence, including capitalization and punctuation. |
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City |
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State |
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Zip |
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Phone Numbers and Email |
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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. |
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Interest |
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Certificate |
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Policy |
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Loan Information |
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Item |
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Equipment Storage|
Field/Group |
What is this? |
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Location # |
Select the location from the list. These locations were entered or identified in the Inland Marine Locations/Job Sitessection of this line of business. |
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Mo. in Storage |
Enter the number of months the equipment is not used and in storage. |
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Max. Value |
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Scheduled/ Unscheduled |
From the list, choose one of the following:
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Default Valuation |
Select the method you are using to determine the value of the item |
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% Coinsurance |
Enter the coinsurance percentage, if applicable. |
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Coverage |
Identify the coverage applied to the item. |
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Amt of Insurance |
Enter the dollar amount of coverage for the item(s). |
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Total Items |
Enter the number of items included in this coverage. |
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Ded Amount |
Enter the dollar amount of the deductible. |
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Ded Type |
Choose the type of deductible. |
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Premium |
Enter the premium for the coverage on these items. |
General InformationAnswer the questions and explain Yes answers in Remarks.
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Button/Options/ Fields |
What is this? |
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Set all "No" |
Click to answer all questions No. You can then change individual answers as necessary. |
RemarksA free-form area to add information about the Yes answers in the General Information section.
RemarksA free-form area to add information about the Equipment Floater (ACORD 146) that is not entered elsewhere.
I nstallation Builders Risk|
Field/Group |
What is this? |
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Reporting Form |
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Territory of Operation |
Specify where the applicant's job sites are located, including job site name, city, county, and state. |
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Receipts |
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Coverage Information |
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Cause of Loss|
Field |
What is this? |
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Cause of Loss |
Indicate the specific causes of loss applicable to this risk. |
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Sub Limit |
If you select earthquake, flood, or an optional cause of loss, list the limit applicable to the cause of loss. |
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Deductible |
Enter the deductible amount that applies to this cause of loss. |
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Deductible Type |
Choose the type of deductible that applies to this cause of loss. |
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Premium |
Enter the cost of this coverage. |
Open Reporting - Jobs/Values|
Field/Group |
What is this? |
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Type |
Indicate whether the job is residential or commercial. |
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Annual # |
Enter the number of jobs the applicant performed in the last 12 months. |
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Duration |
Indicate the average length of time (in months) of any one job from first entry to acceptance and transfer of risk of loss to others. This underwriting information indicates if coverage is extended during hurricane/storm season. |
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Max # Jobs in Progress |
Give the maximum number of jobs the applicant is involved in at any one time. |
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Average # Jobs in Progress |
Give the average number of jobs the applicant is involved in at any one time. |
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Cost or Value of Each Installation |
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Material Cost (% of total) |
Indicate the percent of the total price that the material costs represents for each type of installation job. |
Rigging/Transportation/Security|
Field/Group |
What is this? |
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Customer's Job # |
Enter the insured's job number, if applicable. |
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Rigging |
Describe any hoisting or lowering operations and the equipment used. State the type of material to be moved and its value. Indicate if individuals other than the applicant are involved in the operations. |
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Transportation |
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Security |
Describe the type of job site security the applicant employs to reduce vandalism, theft, or other mishaps, including items such as fences, watchmen, police, and patrol dogs. Note if equipment is left in trailers and if generators are hoisted by crane at night. |
RemarksA free-form area to add information about the rigging, transportation, and security required for underwriting or rating that is not entered elsewhere.
Additional InterestsEnter 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.
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Group/Field |
What is this? |
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Filter |
Use these selections to find Additional Interest data that has already been entered in the Additional Interest Setup.
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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. |
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Name |
Type an additional interest name 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. |
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Contact |
If the interest is a business, enter the name of the contact person here. |
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Address |
Enter the information as you want it to appear on forms and correspondence, including capitalization and punctuation. |
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City |
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State |
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Zip |
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Phone Numbers and Email |
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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. |
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Interest |
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Certificate |
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Policy |
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Loan Information |
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Interest in Item |
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RemarksA free-form area to add information about the Installation/Builders Risk (ACORD 147) that is not entered elsewhere.
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Field/Group |
What is this? |
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Reporting Form |
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Territory of Operation |
Specify where the applicant's job sites are located, including job site name, city, county, and state. |
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Receipts |
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Coverage Information |
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Cause of Loss|
Field |
What is this? |
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Cause of Loss |
Indicate the specific causes of loss applicable to this risk. |
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Sub Limit |
If you select earthquake, flood, or an optional cause of loss, list the limit applicable to the cause of loss. |
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Deductible |
Enter the deductible amount that applies to this cause of loss. |
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Deductible Type |
Choose the type of deductible that applies to this cause of loss. |
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Premium |
Enter the cost of this coverage. |
Open Reporting - Jobs/Values|
Field/Group |
What is this? |
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Type |
Indicate whether the job is residential or commercial. |
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Annual # |
Enter the number of jobs the applicant performed in the last 12 months. |
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Duration |
Indicate the average length of time (in months) of any one job from first entry to acceptance and transfer of risk of loss to others. This underwriting information indicates if coverage is extended during hurricane/storm season. |
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Max # Jobs in Progress |
Give the maximum number of jobs the applicant is involved in at any one time. |
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Average # Jobs in Progress |
Give the average number of jobs the applicant is involved in at any one time. |
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Cost or Value of Each Installation |
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Material Cost (% of total) |
Indicate the percent of the total price that the material costs represents for each type of installation job. |
Rigging/Transportation/Security|
Field/Group |
What is this? |
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Customer's Job # |
Enter the insured's job number, if applicable. |
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Rigging |
Describe any hoisting or lowering operations and the equipment used. State the type of material to be moved and its value. Indicate if individuals other than the applicant are involved in the operations. |
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Transportation |
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Security |
Describe the type of job site security the applicant employs to reduce vandalism, theft, or other mishaps, including items such as fences, watchmen, police, and patrol dogs. Note if equipment is left in trailers and if generators are hoisted by crane at night. |
RemarksA free-form area to add information about the rigging, transportation, and security required for underwriting or rating that is not entered elsewhere.
Additional InterestsEnter 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.
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Group/Field |
What is this? |
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Filter |
Use these selections to find Additional Interest data that has already been entered in the Additional Interest Setup.
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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. |
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Name |
Type an additional interest name 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. |
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Contact |
If the interest is a business, enter the name of the contact person here. |
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Address |
Enter the information as you want it to appear on forms and correspondence, including capitalization and punctuation. |
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City |
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State |
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Zip |
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Phone Numbers and Email |
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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. |
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Interest |
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Certificate |
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Policy |
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Loan Information |
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Interest in Item |
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RemarksA free-form area to add information about the Installation/Builders Risk (ACORD 147) that is not entered elsewhere.
E lectronic Data Processing|
Field/Group |
What is this? |
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Location/Blanket |
Indicate whether the coverage is for a specific location or blanket for all locations. |
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Location # |
If coverage is for a specific location, select it from the list. These locations were entered or identified in the Inland Marine Locations/Job Sites section of this line of business. |
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Description |
Enter a brief description of the selected location. |
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Building Construction Type |
Enter the construction for the building. Common construction classifications are:
Enter the information as it applies to the building where the EDP equipment is located. |
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Prot Class |
The fire rating protection class for this location. |
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# of Stories |
Enter the number of stories, excluding any basement. Enter the information as it applies to the building where the EDP equipment is located. |
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Year Built |
Enter the year in which the building was first constructed. Enter the information as it applies to the building where the EDP equipment is located. |
Subject of Insurance|
Field/Group |
What is this? |
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Copy Subjects of Insurance/Causes of Loss from Location #/Building # |
If you have entered Subjects of Insurance and/or Causes of Loss for another Location/Building and want to copy the information to the building you are entering, select the building to copy from the list and clickCopy. |
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Copy |
After selecting the building to copy from, click this button to copy the Subjects of Insurance and Causes of Loss to the building whose information you are now entering. |
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Subject of Insurance grid |
When the Subject of Insurance grid appears, if one or fewer rows have been entered, the following Subjects of Insurancepre-fill to the grid:
You can choose a different subject from the list. When the pencil icon
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Data Entry Fields |
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Location of Equipment |
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Additional Causes of LossUse this form to enter additional Causes of Loss for the Subject of Insurance you have entered.
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Field |
What is this? |
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Cause of Loss |
Indicate the specific causes of loss applicable to this risk. |
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Limit1 |
The limit(s) that applies to this cause of loss. |
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Limit 2 |
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Ded Type |
Enter the deductible amount and type that applies to this cause of loss. |
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Ded Amount |
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Premium |
Enter the cost of this coverage. |
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Coins % |
The coinsurance percentage used at the time of the loss. |
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Inflation Guard % |
Indicate the inflation guard percentage, if applicable. |
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Exposure |
The amount at risk. |
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Waiting Period Hrs. |
The number of hours to be applied before the deductible goes into effect, if applicable. |
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Rate |
The pricing factor upon which the premium is based. |
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Zone |
If applicable, the zone that applies. |
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Location of Equipment |
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Form & Conditions to Apply |
All form numbers and special conditions that apply to this Subject of Insurance and Cause of Loss. |
Factors|
Field |
What is this? |
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Description |
Describe the factor you are entering. |
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Factor |
Enter the factor and AMS360 calculates the amount for you. |
Schedule of Equipment|
Field/Group |
What is this? |
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(Totals) |
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Item # |
Assign a number to each item scheduled. |
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Category |
From the list choose the category for the item you are entering. |
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Manufacturer |
Indicate the manufacturer of the item. |
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Model |
Enter the model name or number for the item. |
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Serial # |
Enter the item's serial number or any other identifying symbol. |
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Ownership |
From the list select whether the item is Leased or Owned. |
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Value |
Enter the amount it would cost to replace this piece of equipment with exactly the same model. Due to the nature of the computer industry, this value may be substantially less than the applicant's original purchase price. |
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Amt. of Ins |
Enter the amount of insurance for this piece of equipment at its coinsurance level and requested valuation type. |
Additional InterestsEnter 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.
|
Group/Field |
What is this? |
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Filter |
Use these selections to find Additional Interest data that has already been entered in the Additional Interest Setup.
|
||||||||||
|
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 an additional interest name 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 person here. |
||||||||||
|
Address |
Enter the information as you want it to appear on forms and correspondence, including capitalization and punctuation. |
||||||||||
|
City |
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|
State |
|||||||||||
|
Zip |
|||||||||||
|
Phone Numbers and Email |
|
||||||||||
|
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 |
|
||||||||||
|
Certificate |
|
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|
Policy |
|
||||||||||
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Loan Information |
|
||||||||||
|
Interest in Item |
|
General InformationAnswer the questions and explain Yes answers in Remarks.
|
Options |
What is this? |
|
Set all "No" |
Click to answer all questions No. You can then change individual answers as necessary. |
RemarksA free-form area to add information about the Yes answers in the General Information section.
Computer Room InformationAnswer the questions and explain Yes answers in Remarks.
|
Button/Options/ Fields |
What is this? |
|||||||||
|
Set 1-4 and 6 "No" |
Click to answer Noto these questions. You can then change individual answers toYesas necessary. |
|||||||||
|
The computer room is protected by the following systems |
|
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|
Does the computer room have a raised pedestal floor? |
If you answer Yes to this question include the following information"
|
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|
Alarm Type |
|
Media and Data (Software) InformationAnswer the questions and explain Yes answers in Remarks.
|
Button/Options/ Fields |
What is this? |
|||||||||
|
Set 1-2 "No" |
Click to answer Noto these questions. You can then change individual answers toYesas necessary. |
|||||||||
|
How often is data backed up? |
|
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|
Software Duplicates & Data Backup Storage |
|
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|
Below Floor Protection |
|
Off Premises Storage LocationsIf you indicated that software duplicates and data backups are kept off premises, enter the location information in this section.
|
Field |
What is this? |
|
Ref # |
Enter the reference number for the software duplicate or data backup. |
|
Name |
Type the name of the off premises location. |
|
Address |
Enter the address and phone numbers of the location. |
|
City |
|
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State |
|
|
Zip |
|
|
Phone |
|
|
Ext |
Additional InterestsEnter 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.
|
Group/Field |
What is this? |
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|
Filter |
Use these selections to find Additional Interest data that has already been entered in the Additional Interest Setup.
|
||||||||
|
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 an additional interest name 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 person here. |
||||||||
|
Address |
Enter the information as you want it to appear on forms and correspondence, including capitalization and punctuation. |
||||||||
|
City |
|||||||||
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State |
|||||||||
|
Zip |
|||||||||
|
Phone Numbers and Email |
|
||||||||
|
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 |
|
||||||||
|
Certificate |
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||||||||
|
Policy |
|
||||||||
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Loan Information |
|
||||||||
|
Interest in Item |
|
Remarks|
Field/Group |
What is this? |
|
Location/Blanket |
Indicate whether the coverage is for a specific location or blanket for all locations. |
|
Location # |
If coverage is for a specific location, select it from the list. These locations were entered or identified in the Inland Marine Locations/Job Sites section of this line of business. |
|
Description |
Enter a brief description of the selected location. |
|
Building Construction Type |
Enter the construction for the building. Common construction classifications are:
Enter the information as it applies to the building where the EDP equipment is located. |
|
Prot Class |
The fire rating protection class for this location. |
|
# of Stories |
Enter the number of stories, excluding any basement. Enter the information as it applies to the building where the EDP equipment is located. |
|
Year Built |
Enter the year in which the building was first constructed. Enter the information as it applies to the building where the EDP equipment is located. |
Subject of Insurance|
Field/Group |
What is this? |
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|
Copy Subjects of Insurance/Causes of Loss from Location #/Building # |
If you have entered Subjects of Insurance and/or Causes of Loss for another Location/Building and want to copy the information to the building you are entering, select the building to copy from the list and clickCopy. |
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|
Copy |
After selecting the building to copy from, click this button to copy the Subjects of Insurance and Causes of Loss to the building whose information you are now entering. |
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|
Subject of Insurance grid |
When the Subject of Insurance grid appears, if one or fewer rows have been entered, the following Subjects of Insurancepre-fill to the grid:
You can choose a different subject from the list. When the pencil icon
|
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|
Data Entry Fields |
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Location of Equipment |
|
Additional Causes of LossUse this form to enter additional Causes of Loss for the Subject of Insurance you have entered.
|
Field |
What is this? |
||||
|
Cause of Loss |
Indicate the specific causes of loss applicable to this risk. |
||||
|
Limit1 |
The limit(s) that applies to this cause of loss. |
||||
|
Limit 2 |
|||||
|
Ded Type |
Enter the deductible amount and type that applies to this cause of loss. |
||||
|
Ded Amount |
|||||
|
Premium |
Enter the cost of this coverage. |
||||
|
Coins % |
The coinsurance percentage used at the time of the loss. |
||||
|
Inflation Guard % |
Indicate the inflation guard percentage, if applicable. |
||||
|
Exposure |
The amount at risk. |
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|
Waiting Period Hrs. |
The number of hours to be applied before the deductible goes into effect, if applicable. |
||||
|
Rate |
The pricing factor upon which the premium is based. |
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|
Zone |
If applicable, the zone that applies. |
||||
|
Location of Equipment |
|
||||
|
Form & Conditions to Apply |
All form numbers and special conditions that apply to this Subject of Insurance and Cause of Loss. |
Factors|
Field |
What is this? |
|
Description |
Describe the factor you are entering. |
|
Factor |
Enter the factor and AMS360 calculates the amount for you. |
Schedule of Equipment|
Field/Group |
What is this? |
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|
(Totals) |
|
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|
Item # |
Assign a number to each item scheduled. |
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|
Category |
From the list choose the category for the item you are entering. |
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|
Manufacturer |
Indicate the manufacturer of the item. |
||||||||
|
Model |
Enter the model name or number for the item. |
||||||||
|
Serial # |
Enter the item's serial number or any other identifying symbol. |
||||||||
|
Ownership |
From the list select whether the item is Leased or Owned. |
||||||||
|
Value |
Enter the amount it would cost to replace this piece of equipment with exactly the same model. Due to the nature of the computer industry, this value may be substantially less than the applicant's original purchase price. |
||||||||
|
Amt. of Ins |
Enter the amount of insurance for this piece of equipment at its coinsurance level and requested valuation type. |
Additional InterestsEnter 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.
|
Group/Field |
What is this? |
||||||||||
|
Filter |
Use these selections to find Additional Interest data that has already been entered in the Additional Interest Setup.
|
||||||||||
|
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 an additional interest name 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 person 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 |
|
||||||||||
|
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 |
|
||||||||||
|
Certificate |
|
||||||||||
|
Policy |
|
||||||||||
|
Loan Information |
|
||||||||||
|
Interest in Item |
|
General InformationAnswer the questions and explain Yes answers in Remarks.
|
Options |
What is this? |
|
Set all "No" |
Click to answer all questions No. You can then change individual answers as necessary. |
RemarksA free-form area to add information about the Yes answers in the General Information section.
Computer Room InformationAnswer the questions and explain Yes answers in Remarks.
|
Button/Options/ Fields |
What is this? |
|||||||||
|
Set 1-4 and 6 "No" |
Click to answer Noto these questions. You can then change individual answers toYesas necessary. |
|||||||||
|
The computer room is protected by the following systems |
|
|||||||||
|
Does the computer room have a raised pedestal floor? |
If you answer Yes to this question include the following information"
|
|||||||||
|
Alarm Type |
|
Media and Data (Software) InformationAnswer the questions and explain Yes answers in Remarks.
|
Button/Options/ Fields |
What is this? |
|||||||||
|
Set 1-2 "No" |
Click to answer Noto these questions. You can then change individual answers toYesas necessary. |
|||||||||
|
How often is data backed up? |
|
|||||||||
|
Software Duplicates & Data Backup Storage |
|
|||||||||
|
Below Floor Protection |
|
Off Premises Storage LocationsIf you indicated that software duplicates and data backups are kept off premises, enter the location information in this section.
|
Field |
What is this? |
|
Ref # |
Enter the reference number for the software duplicate or data backup. |
|
Name |
Type the name of the off premises location. |
|
Address |
Enter the address and phone numbers of the location. |
|
City |
|
|
State |
|
|
Zip |
|
|
Phone |
|
|
Ext |
Additional InterestsEnter 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.
|
Group/Field |
What is this? |
||||||||
|
Filter |
Use these selections to find Additional Interest data that has already been entered in the Additional Interest Setup.
|
||||||||
|
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 an additional interest name 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 person 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 |
|
||||||||
|
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 |
|
||||||||
|
Certificate |
|
||||||||
|
Policy |
|
||||||||
|
Loan Information |
|
||||||||
|
Interest in Item |
|
RemarksExplain all Yes answers in the Computer Room Information, and Media and Data (Software) Information sections. You can also use this free-form area to add information about the Electronic Data Processing (EDP) (ACORD 148) that is not entered elsewhere.
Transportation/Motor Truck Cargo|
Field/Group |
What is this? |
||||||||||||
|
Applicant Interest |
This part of the form applies to both Transportation Insurance and Motor Truck Cargo Legal Liability. The balance of the front of this application is used to request Transportation coverage. The back of the application is used for Motor Truck Cargo Legal Liability coverage. Indicate the relationship of the applicant to the property being shipped.
|
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|
Type |
Indicate the type(s) of Insuring Agreements desired.
|
TransportationThis section should be used to request transportation insurance, or coverage on goods owned by the applicant, whether the goods are shipped in the applicant's own vehicles or on public conveyances. This insurance covers property only and does not provide coverage for legal liability.
Transportation CoveragesWhen the pencil icon 
appears in the far left column of the grid, you can type directly in the fields of the grid. To edit a type of Conveyance Insurance, double-click the icon in the left column.
|
Group |
What is this? |
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|
Limits |
Annual Values Shipped at Applicants Risk.
|
||||||||||||||||||
|
Cause of Loss Information |
|
Additional Causes of LossUse this form to enter additional causes of loss.
|
Field |
What is this? |
|
Cause of Loss |
Indicate the specific causes of loss applicable to this risk. |
|
Limit |
The limit that applies to this cause of loss. |
|
Deductible |
Enter the deductible amount and type that applies to this cause of loss. |
|
Deductible Type |
|
|
Premium |
Enter the cost of this coverage. |
Transportation OperationsThis section should be used to request transportation insurance, or coverage on goods owned by the applicant, whether the goods are shipped in the applicant's own vehicles or on public conveyances. This insurance covers property only and does not provide coverage for legal liability.
|
Group/Field |
What is this? |
||||||||
|
Property Shipped |
Specifically describe the property to be insured while in transit, and indicate if the property is also produced by the applicant. Attach a supplemental page if necessary. |
||||||||
|
Territory |
The area of operations for transported merchandise. This may be specific or general. - Example: a certain city, state or route; or general - Example: eastern states from Vermont to Maryland, West Coast states, Midwest, etc. Major cities covered in the territory should also be provided, as well as the number of drivers within the territory. |
||||||||
|
Points of Origin |
The origination point of the property to be shipped. |
||||||||
|
Points of Destination |
The destination to which the property is to be shipped. |
||||||||
|
Special Units Owned/Operated |
List all other vehicles owned or operated by the applicant for which this insurance applies. Example: extra-wide or extra-long or large tank trucks, mobile cranes, tandem trailers and house movers. |
||||||||
|
Annual Gross Sales |
An estimate of the annual amount of sales. |
||||||||
|
Number of Vehicles Operated |
|
F.O.B./General InformationAnswer the questions and explain Yes answers in Remarks.
|
Field/Group |
What is this? |
||||||
|
F.O.B. |
If materials are shipped F.O.B. (Free on Board) point of destination, the seller is liable for damages caused during transportation. If materials are shipped F.O.B. point of departure, the buyer is liable for damages.
|
||||||
|
Set all "No" |
Click to answer No to these questions. You can then change individual answers as necessary. Explain Yes answers in Remarks. |
RemarksA free-form area to add information about the Yes answers in the F.O.B./General Information section.
Motor Truck Cargo Legal LiabilityThis section is used to request Motor Truck Cargo Legal Liability insurance, or coverage on property in the care, custody or control of the applicant, for which the applicant is responsible as a carrier for hire.
|
Field/Group |
What is this? |
||||||||||||||||||||||||||
|
Coverages |
|
Additional Causes of LossUse this form to enter additional Causes of Loss.
|
Field |
What is this? |
|
Cause of Loss |
Indicate the specific causes of loss applicable to this risk. |
|
Limit |
The limit that applies to this cause of loss. |
|
Ded Type |
Enter the deductible amount and type that applies to this cause of loss. |
|
Ded Amount |
|
|
Premium |
Enter the cost of this coverage. |
Motor Truck Cargo Operations|
Field/Group |
What is this? |
||||||||
|
Property Hauled |
Specifically describe the property of others that the applicant hauls. |
||||||||
|
Territory |
The area of operations for transported merchandise. This may be specific or general.
Major cities covered in the territory should also be provided, as well as the number of drivers within the territory. |
||||||||
|
Special Units Owned/Operated |
List all other vehicles owned or operated by the applicant for which this insurance applies. Example: Extra-wide or extra-long or large tank trucks, mobile cranes, tandem trailers and house movers. |
||||||||
|
Gross Receipts |
Amount of gross receipts for shipments handled in the past 12 months. |
||||||||
|
Gross Receipts |
Estimated amount of gross receipts for next 12 months of shipments. |
||||||||
|
Avg. Distance |
State in miles the average distance the applicant hauls. |
||||||||
|
Max. Distance |
State in miles the farthest distance the applicant hauls. |
||||||||
|
Number of Vehicles Operated |
|
State Filings Required|
Field |
What is this? |
|
State |
Select each state from the list for which a filing is requested. |
|
P.U.C./P.S.C. Filing Required |
Indicate if a P.U.C. (Public Utility Commission) or P.S.C. (Public Safety Commission) filing is required. |
|
Docket No. |
Enter all known docket numbers for these filings. |
|
I.C.C. Filing Required |
Indicate if an I.C.C. (Interstate Commerce Commission) filing is required. |
|
Docket No. |
Enter all known docket numbers for this filing. |
Target Commodities|
Field |
What is this? |
|
Target Commodity Carried |
List each target commodity carried. List all property hauled that might be exposed to additional risk, including pharmaceuticals, stereos, computers, meat, seafoods, televisions, audio-visual equipment, alcoholic beverages, cigarettes, explosives, flammables, auto parts, clothing and furs. |
|
Percent of Gross Revenues |
Indicate the percentage of gross revenues earned from transporting each target commodity. |
|
Maximum Value Per Vehicle |
The maximum value of each target commodity carried on any one vehicle. |
Terminals|
Field/Group |
What is this? |
||||||||
|
Get Location |
Select the location from the list. These locations were entered or identified in the Inland Marine Locations/Job Sites section of this line of business. |
||||||||
|
Terminal Location # |
Assign a number to each terminal location. If locations are the same as shown on the Applicant Information Section (ACORD 125), use the same number. |
||||||||
|
Average Value at Terminal |
Enter the average value of goods held at the terminal location. |
||||||||
|
Maximum Value at Terminal |
Enter the maximum value of good held at the terminal location. |
||||||||
|
Limit of Liability |
Enter a limit for each terminal location. The limits should be 100 percent of the maximum value carried. |
||||||||
|
Address |
|
General InformationAnswer the questions and explain Yes answers in Remarks.
|
Questions |
What is this? |
|
Set all "No" |
Click to answer all questions No. You can then change individual answers as necessary. |
A free-form area to add information about the Yes answers in the General Information section.
Garage Locations|
Field |
What is this? |
|
Get Location |
Select the location from the list. These locations were entered or identified in the Inland Marine Locations/Job Sites section of this line of business. |
|
Garage Location # |
This pre-fills from the selected location. If you do not select a location, enter a number here. |
|
Address 1 |
This pre-fills from the selected location. If you do not select a location, enter the garaging address information here. |
Vehicle Information|
Field |
What is this? |
||||||||||||||||||||||||||||||||||||||||||||||||||||
|
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. |
|||||||||||||||||||||||||||||||||||||||||||||||||||||
|
Re-number |
Click to automatically renumber the vehicles in the grid in sequential order. |
||||||||||||||||||||||||||||||||||||||||||||||||||||
|
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. |
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|
Type |
Select the type of coverage that applies to the vehicle you are entering. |
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|
Vehicle Information |
|
||||||||||||||||||||||||||||||||||||||||||||||||||||
|
Rating Information |
|
Vehicle Coverages/Limits/Premiums|
Field |
What is this? |
||||||
|
Copy Coverages/ Limits From |
|
||||||
|
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 |
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|
Field |
What is this? |
|
Description |
Describe the factor you are entering. |
|
Factor |
Enter the factor and AMS360 calculates the amount for you. |
Driver Information|
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 |
||||||||||||||||
|
Driver # |
Tracking number. This number increments each time you add a new driver, but can be changed. |
||||||||||||||||
|
Type |
Select the type of driver from the list. |
||||||||||||||||
|
Name & Address |
|
||||||||||||||||
|
Personal Information |
|
||||||||||||||||
|
License, Experience, & Usage |
|
Accounts Receivable/Valuable Papers Premises/Location of Records|
Field |
What is this? |
|||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
Premises # |
Select the location from the list. These locations were entered or identified in the Inland Marine Locations/Job Sites section of this line of business. |
|||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
Applies To |
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
If Valuable Papers, can papers be replaced? |
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
Accounts Receivable Coverage Information |
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Valuable Papers Coverage Information |
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B uilding Construction|
Field |
What is this? |
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Building Construction |
Select the Building Constructiontype from the list (e.g., asbestos/stucco, concrete block). |
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Sprinklers |
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Classification of Business Percentage |
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Field |
What is this? |
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Building Construction |
Select the Building Constructiontype from the list (e.g., asbestos/stucco, concrete block). |
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Sprinklers |
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Classification of Business Percentage |
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Location of Records/Protection|
Field |
What is this? |
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Location of Records/Protection |
Indicate the address where accounts receivable are kept. This might also appear in the Applicant Information Section (ACORD 125). If so, indicate "per ACORD 125" and list the location number. |
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Section of Building |
Specify the section of the building where records of accounts receivable are kept. If other than office, explain. Example: Warehouse vs. office (separate fire rate) and does the floor have underwriting importance. |
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Fire Contents Rate |
Indicate the 80% coinsurance (Basic Group I Personal Property Rate) for the section of the building where accounts receivable are usually kept. |
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Receptacles in which property is kept at all times when premises not open for business |
Indicate the type of receptacle in which the valuable papers are stored. |
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Safe/Vault/Receptacle Information |
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Duplicate Record Information |
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Burglar Alarm Information |
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Accessible Openings & Protection |
Provide information regarding access to the premises. Indicate how many doors exist and if they are protected. Indicate what type of locks are used, and if there is a gate or bars. |
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Other Protection |
Describe any other protective measures or devices. Example: Do windows have steel grates and are they connected to an alarm. Does the building have skylights or are the windows visible from the street. |
Additional Coverages|
Field |
What is this? |
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Coverage |
Select the coverage from the list. |
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Limit |
Enter the limit that applies to the coverage. |
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Ded Type |
From the list, select the type and enter the amount of deductible. |
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Ded Amount |
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Premium |
Enter the cost of the coverage. |
RemarksA free-form area to enter information about the Premises/Location of Recordssection that is not entered elsewhere.
History of Receivables|
Field |
What is this? |
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Month/Year |
Enter the month and year for each receivable balance in MM/YYYY format. |
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Accounts Receivable |
Enter the amount of receivables outstanding as of the last fiscal day of each month of the prior year immediately preceding the date of this application. Example: If the application date is 12/04, enter outstanding receivable balances for the 12 preceding months: 12/03 to 11/04. |
Uncollectible Accounts|
Field/Group |
What is this? |
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Percentage of Total Monthly Accounts Receivable Currently Represented by Deferred Payment Accounts |
Percentages of total monthly accounts receivable currently represented by deferred payment accounts. |
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Uncollectible Accounts (Past 3 Years) |
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Accounts Receivable General InformationAnswer the questions and explain Yes answers in Remarks.
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Questions |
What is this? |
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Set all "No" |
Click to answer all questions No. You can then change individual answers toYesas necessary. |
RemarksA free-form area to add information about the Yes answers in the Accounts Receivable General Information section.
Papers|
Field |
What is this? |
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Paper item # |
Assign a number to each item listed. |
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Specified Amount |
Specified amount for each item listed. |
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Description of Papers |
Describe the valuable papers to be insured including manuscripts, documents, rare printings, etc.
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Additional Coverages|
Field |
What is this? |
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Coverage Level |
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Coverage |
Select the coverage from the list. |
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Sort Order |
Enter the order that this coverage should appear in the grid and on forms. |
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Limit 1 |
Enter the single or split limits that apply. |
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Premium |
Enter the cost of this coverage. |
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Ded Type |
Select the deductible type. |
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Ded Amt |
Enter the deductible amount. |
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Exposure |
The amount at risk. |
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Rate |
The rate at which coverage is calculated. |
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Miscellaneous Information |
Enter any additional information that applies to this coverage. |
Factors|
Field |
What is this? |
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Description |
Describe the factor you are entering. |
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Factor |
Enter the factor and AMS360 calculates the amount for you. |
Forms|
Field |
What is this? |
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Form # |
Policy form number or company form designation for the type of policy/coverage desired. |
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Edition Date |
Enter theEdition Datethat applies to this form (MM/YYYY). |
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Form Name |
Enter the name of the form. |
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Description |
Enter the form description. |
Attachments|
Field |
What is this? |
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Type of Attachment |
Select the Type of Attachment from the list. For more information on adding to the Attachment list see List Setup. |
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Description |
Free-form area to describe the attachment. |
RemarksA free-form area to add information about the Commercial Inland Marine line of business not entered elsewhere.
Click here to see where data flows to the ACORD and other forms.
Do you need to print the applications? See the eForms Manager topic for more information.
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to automatically enter contact information in the following fields.