Specialty System Data Entry Setup

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

Use Specialty System Data Entry Setup to create a unique data entry form for any line of business. Creating and using this data entry form allows you to capture line of business detail for uncommon lines of business. For example, for aviation policies you may want to create a Specialty System Data Entry form that includes questions specific to rating and underwriting aircraft.

ccessing Specialty System Data Entry Setu

You can access Specialty System Data Entry Setup from any center or form that has a Toolbox menu. Click Toolbox > System Administration > Customer/Policy Setups > Specialty System Data Entry Setup.

You must have proper authorization to access Specialty System Data Entry Setup.

You can access Specialty System Data Entry Setup from any center or form that has a Toolbox menu. Click Toolbox > System Administration > Customer/Policy Setups > Specialty System Data Entry Setup.

You must have proper authorization to access Specialty System Data Entry Setup.

You can access Specialty System Data Entry Setup from any center or form that has a Toolbox menu. Click Toolbox > System Administration > Customer/Policy Setups > Specialty System Data Entry Setup.

You must have proper authorization to access Specialty System Data Entry Setup.

Fields in Specialty System Data Entry Setup

Field

What is this?

System Data Entry Name

Enter the name that you want to appear in the System Data Entry lists throughout AMS360. This is the name that you can attach to one or more lines of business. For more information see Line of Business Setup.

Code

Enter a unique code to identify this Specialty System Data Entryform.

Active

When checked, the Specialty System Data Entry form is active and appears throughout AMS360 in the System Data Entry list.

Sections to Include

Group/Field	What is this?
Locations	Check this option to include a Locations section in your Specialty System Data Entry form. This section also includes Buildings,Rating Questions, andRemarks.
Risks	Check this option to set up and include a Risks section in your Specialty System Data Entry form.
Coverages	Check this option to set up and include a Coverages section in your Specialty System Data Entry form.
Underwriting	Check this option to set up and include an Underwriting section in your Specialty System Data Entry form.
Additional Interests	Check this option to set up and include an Additional Interests section in your Specialty System Data Entry form.
Remarks	Check this option to set up and include a Remarks section in your Specialty System Data Entry form.

Locations

Include this section in your specialty data entry form to allow the user to enter the physical address of the covered Locations and then use the Buildings sub-section for entering information about the structures at each Location.

See below for a definition of the fields included in the Locationssection of theSpecialty Data Entry Form.

Field	What is this?
Same as mailing address	When the user checks this option, the address, city, state, zip and county from the First Named Insured section of the Policy data entry form pre-fills here. The remaining fields in this section are blank and enabled. See below for a definition of these fields: Year Build City Limits Interest Part Occupied Legal Description
Location #	Identifies the locations sequentially.
Address City State Zip County	If Same as mailing addressis not checked, enter the address, city, state, zip, and county as they should appear on applications and other forms.
Year Built	Used to indicate the year the structure was built. If you have a one to one location/building it is OK to enter the year the building was built with the Location information. However, if you have more than one building for a location, enter the year the building was built in the Building section for this Location.
City Limits	Used to identify whether the location is inside or outside the city limits.
Interest	Used to identify what interest the insured has in the location.
Part Occupied	Used to show what portion of the location is occupied by the insured.
Legal Description	Used for including a legal description of the property.

Buildings

This section allows the user to enter information about the structures at each location. See below for a definition of the fields included in the Buildings section of the Specialty Data Entry Form.

Field	What is this?
Same as location address	When the user checks this option, the address from the Locations section of the Specialty System Data Entry form pre-fills here. The remaining fields in this section are blank and enabled. See below for a definition of these fields: Year Build City Limits Interest Part Occupied Description
Building #	Identifies the buildings sequentially.
Address City State Zip County	If Same as location address is not checked, enter the address, city, state, zip, and county as they should appear on applications and other forms.
Year Built	Used to indicate the year the structure was built.
City Limits	Used to identify whether the building is inside or outside the city limits.
Interest	Used to identify what interest the insured has in the building.
Part Occupied	Used to show what portion of the building is occupied by the insured.
Description	Used for information about the function of the building. Example Warehouse, office, barn, grain elevator, etc. When entered, this description displays in other areas, such as the ACORD Commercial Property form, and helps you coordinate assigning value to buildings.

Rating Questions

This section allows the user to enter rating information about the location. To add a Rating Question click New from the section menu.

Field	What is this?
Field Name	Enter the question as you want it to appear on the specialty system data entry form. Example: Total Area
Type	From the list, choose the type of information you want the user to enter. By selecting a type, AMS360 will edit for the correct type of information being entered. Example: For Total Area, you may want the user to enter square feet. So choose either Number (only numerals are allowed), or Text(letters, numerals, and special characters are allowed).
Length	Enter the maximum length, in characters, for the answer.
Sort Order	Enter a number for the order in which you want the Rating Questionsto appear.
Active	If checked, this Rating Questionis active and will appear on specialty system data entry forms. If unchecked, the question continues to appear on specialty system data entry forms where it was answered and save, but will not appear for new forms.

Remarks

Risks

Include this section when you want the user to collect information in line of business (policy) data entry about the Risk.

Field	What is this?
Risk #	Used to numerically identify the Risk being entered.
Description	Used to enter a brief description of the Risk.

Risk Questions

This section allows the user to enter information about the risk. To add a Risk Question click New from the section menu.

Field	What is this?
Field Name	Enter the question as you want it to appear on the specialty system data entry form. Example: Type of aircraft?
Type	From the list, choose the type of information (e.g., date, phone number, amount) you want the user to enter. By selecting a type, AMS360 will edit for the correct type of information being entered. Example: For Type of aircraft, you may want the user to enter passenger or freight. So choose either Alphanumeric (either letters or numbers are allowed), or Text (letters, numbers, and special characters are allowed).
Length	Enter the maximum length, in characters, for the answer.
Sort Order	Enter a number for the order in which you want the Risk Questionsto appear.
Active	If checked, this Risk Question is active and appears on Specialty System Data Entry forms. If unchecked, the question continues to appear on Specialty System Data Entry forms where it was answered and saved, but will not appear for new forms.

Rating Questions

This section allows the user to enter rating information about the risk. To add a Rating Question click New from the section menu.

Field	What is this?
Field Name	Enter the question as you want it to appear on the Specialty System Data Entry form. Example: Total Capacity
Type	From the list, choose the type of information (e.g., phone number, text, amount) you want the user to enter. By selecting a type, AMS360 will edit for the correct type of information being entered. Example: For Total Capacity, you may want the user to enter seats or gross weight. So choose either Number (only numerals are allowed), or Text(letters, numerals, and special characters are allowed).
Length	Enter the maximum length, in characters, for the answer.
Sort Order	Enter a number for the order in which you want the Rating Questionsto appear.
Active	If checked, this Rating Question is active and will appear on Specialty System Data Entry forms. If unchecked, the question continues to appear on Specialty System Data Entry forms where it was answered and saved, but will not appear for new forms.

Remarks

Coverage

Include this section in your specialty data entry form to allow the user to enter the coverages that apply to the Locations,Buildings, orRisks.

The fields in the Coverages section are pre-set and cannot be changed.

See below for a definition of the fields included in the Coverages section of the Specialty Data Entry form.

Field	What is this?
Coverage	Use to select the coverages that apply to the location, building, or risk.
Form Number	Use for the form number, if applicable, for the coverage.
Premium	Use to enter the premium for this coverage.
Edition date	Use for the edition date, if applicable, for the coverage.
Option 1 & 2	Use for additional information about the coverage.
Limit 1 Limit 2 Limit 3	Use to enter single or splits limits for the coverage.
Ded. Type	Use to identify the type of deductible that applies to the coverage.
Ded. Amount	Use to enter the deductible amount.

Remarks

Underwriting

Include this section when you want the user to collect Underwriting information.

Field	What is this?
Field Name	Enter the question as you want it to appear on the Specialty System Data Entry form. Example: Is the pilot instrument rated?
Type	From the list, choose the type of information you want the user to enter. By selecting a type, AMS360 will edit for the correct type of information being entered. Example: For the question, Is the pilot instrument rated, you may want the user to enter Yes or No. So choose Yes/No (Y or N)as the type of answer.
Length	Enter the maximum length, in characters, for the answer. This field applies only to certain types of questions.
Sort Order	Enter a number for the order in which you want the Underwritingquestions to appear.
Active	If checked, this Underwriting question is active and will appear on Specialty System Data Entry forms. If unchecked, the question continues to appear on Specialty System Data Entry forms where it was answered and saved, but will not appear for new forms.

Remarks

Additional Interests

Include this section in your Specialty Systems Data Entry form to allow the user to enter information about Additional Interests at the Policy vs. the Item level.

The fields in the Additional Interests section are pre-set and cannot be changed.

See below for a definition of the fields included in the Additional Interests section of the Specialty Systems Data Entry form.

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

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 it should appear on forms and correspondence, including capitalization and punctuation.

City

State

Zip

Phone Numbers

Field	What is this?
Business/Ext	Used to enter the interest's telephone number and extension.
Fax/Ext	Used to enter the interest's fax number and extension.

Certification required

Check the box to indicate that the interest requires a certificate of insurance.

Interest is 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 Tosection of theCreate Invoiceform. It also checks the appropriatePayorbox on the application.

Interest 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.

Loan number

Enter any reference information or loan number for the interest.

Final Payment Date

If available, enter the date the final payment on the obligation is due.

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.

Remarks

What's Next?

Do you want to attach this data entry form to a specific line of business? See Line of Business Setup for more information.

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