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

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Company Plan Setup

Company Plan Setup allows you to define programs or plans offered by your insurance carriers. Once set up, these plans are available in the Plan Assignment section of Company Setup. After a plan is assigned to a company, it appears in the Company Plan list in the Line of Business section of the Policy data entry form when that company is selected.

AMS360 includes ACORD standard Company Plan codes for use in download and upload.

    ClosedAccessing Company Plan Setup

You can access Company Plan Setup from any center or form that has a Toolbox menu. Click Toolbox > System Administration > Customer/Policy Setup > Company Plan Setup.

You must have proper authorization to access Company Plan Setup.

    ClosedFields in Company Plan Setup

Field

What is this?

Plan Description

Enter a description to appear in the Plan list.

Plan Code

Enter a unique code to identify this Plan.

Active

When checked, the plan is active and appears throughout AMS360 in Plan lists.

    ClosedPermanent Company Plans

AMS360 includes Permanent Company Plans (identified by an 'X' in the permanent column) that cannot be deleted. However, you can change the status, which controls whether the company plans appear in Plan lists throughout AMS360. For more information see Company Plan: How to Add, Edit, and Delete.

AMS360 uses some of the permanent Company Plans in download and upload. Vertafore suggests that you use caution when inactivating permanent Company Plans.

What's Next?

Have you assigned plans to your Companies? See Company Setup for more information.


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