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Agency Defined Footer

The Agency Defined Footer data entry form is an addendum to the Summary of Insurance Report and allows you to add information that prints at the bottom of each page on the report. For example, disclaimer information.

ClosedAccessing Agency Defined Footer Setup

You can only access the Agency Defined Footer from the Summary of Insurance selection form > Display Options section > Include group. Click the Setup link following the Agency Defined Footer checkbox.

ClosedFields in Agency Defined Footer Setup

Field

What is this?

Agency Defined Footer

Type the information that you want to appear on the bottom of each page of the Summary of Insurance report.

The default information reads:

These schedules are provided as a brief outline of your policy. You must refer to the provisions found in your policy for the details of your coverages, terms, conditions, and exclusions that apply.

OK

When you have finished entering footer information, click this button to save your entries and return to the Summary of Insurance selection form.

Cancel

Click this button to discard any changes you have made during this editing session and return to the Summary of Insurance selection form.