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Workflow: Creating a New Policy from a Submission

After successfully marketing a policy via the submission process in AMS360 you can turn the submission into a policy. Use the following procedure to complete the process:

1. Find Customer:

2. From Customer Center, search for, select, and open the customer.

2. Turn Submission into a Policy:
   
   Option A: Submission number not known:

3. On the Submission tab, click the submission group number link to open the list of submissions.

4. Click the Create Policy link next to the desired company’s submission.

Option B: Submission number is known:

3. From the menu, select Actions>Policy>New.

4. Select submission number from the list.

5. Complete the Create New Policy data entry form.

6. Click OK when done. The policy data entry form opens.

3. Expand the Line of Business section:

4. Click the line of business link to open the data entry form.

5. Expand the line of business sections needed to verify/update detail.

6. When finished Save & Close the line of business form.

4. Invoice the policy:

5. Expand the Transactions Premiums/Billing section.

6. Enter the premium for the Line of Business. If this is a package policy with multiple Lines of Business, enter the premium for each. Select New to enter Fees, Taxes, Finance, and Down Payment transactions, if applicable.  

7. Click the Create Invoice link. The invoice data entry form opens.

8. Verify/update the invoice transaction as necessary.

9. Select Post, Post and Print, or Post and Email. The policy form reappears.

5. Create forms:

6. Open eForms Manager from the menu or toolbar.

7. Select the forms to create.

8. Print or email the forms.

6. Log Activity and create Suspense per your agency procedures.