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Workflow: Adding, Editing, and Deleting Lines of Business
AMS360 includes ACORD standard Lines of Business. Use Line of BusinessSetup to add company-unique or agency-defined Lines of Business. For more information on the setup form see Line of Business Setup.
You can access Line of Business Setup from any center or form that has a Toolbox menu. Select Toolbox > System Administration > Line of Business.
You must have proper authorization to access Line of BusinessSetup.
Lines of Businesscan be edited or deleted after they are added and before they are saved. If you have made an error on aLine of Businessand saved it, consider inactivating it. SeeEditing a Line of Businessin this topic.
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Click New. The Line of Business data entry form appears.
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Select a Type of Business to which this Line of Business applies (commercial, personal lines).
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Select the Income Group from the list. The option selected here determines the general ledger account where the agency income is posted. See the Fields in Line of Business Setup for more information.
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Type a unique Description (name) and Code for the Line of Business. The Description appears in the Lines of Business list in the policy data entry form. You can enter up to 25 characters for the Description and 5 characters for the Code.
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Select the System Data Entry form that you want to use to enter detail for this Line of Business. This is just for entering detail into AMS360. You will select the ACORD Application to use in Step 7.
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Verify that Active is checked. Active Lines of Business appear in the Line of Business list throughout AMS 360.
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If desired, select a Category and/or State Filter to narrow the list of Applications in the list. The Application selected here becomes the default application used when creating and printing ACORD applications in the eForms Manager.
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Choose the option If BOP Policy, override assignment with BOP application if you are creating a Line of Business to be used with a Business Owners Package policy. If checked, when you select this Line of Business on the Policy data entry form, the application defaults to the current ACORD 160 Business Owners Application.
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Associate the Coverages that you want to be available for this Line of Business by clicking Coverages and then New. Select a Coverage from the list and click Add. Continue adding Coverages. When finished, click Add on the Line of Business form.
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When you have finished adding Lines of Business, click SaveorSave and Close.
A Line of Business can be edited after it is Added and before it is Saved. If the Line of Business has been Saved, you have the option of changing the status to Inactive.
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Select the Line of Business you want to change and click Edit. The Line of Business you selected appears for editing.
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If the Line of Business has not been saved, change the information as necessary and click Update.
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If the Line of Business has been saved, remove the check from the Activecheck box. This causes theLine of Businessto not appear in theLine of Businesslist. ClickUpdate. You can then add the correctLine of Business.
Lines of Business that you inactivate here are not changed for existing policies, claims, or supporting forms where the Line of Business was used.
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When you have finished editing Lines of Business, click Save or Save and Close.
The table below lists the fields and when they can be edited.
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Field
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Editing limitations
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Type of Business
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Can be edited after adding and before saving.
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Income Group
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Can be edited at any time.
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Description
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Can be edited after adding and before saving.
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Code
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Can be edited after adding and before saving.
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System Data Entry
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Can be edited at any time.
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Active check box
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Can be edited at any time.
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Category Filter
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Can be edited at any time.
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State Filter
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Can be edited at any time.
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Application
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Can be edited at any time.
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If BOP Policy, ....
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Can be edited after adding and before saving.
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Coverages
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Can be edited after adding and before saving.
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A Line of Business can be deleted after it is Added and before it is Saved. If it has been Saved, you have the option of changing the status to Inactive. See Editing a Line of Business in this topic.
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Select the Line of Business that you want to delete and click Delete. A message appears asking you to confirm the deletion. Click Yes. The Line of Business disappears from the list.
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When you have finished deleting Lines of Business click Save or Save and Close.
Accessing Line of Business Setup