System Options – Pg.1 (Options 1-30)

In this topic, we continue to show the various features of System Parameters, located on the Setup Menu.

The System Options - Pg.1 (Options 1-30) tab shows the first 30 system options using a number format.

User Must Select Markets Company – User must select a market company that is different than the risk company.
Show Rating Button on Quote Screen – Enables the Options button at the bottom of the Quote Detail screen for custom or excel rating.
Product Selection Overwrites Existing Fees – Changing the product overwrites the existing fee schedule.
Product Selection Overwrites Existing Comm% – Changing the product overwrites the commission with the commission for the newly selected product. Product commissions are maintained in the Product table.
Default Character Case to Uppercase – All data entered into AIM will be in uppercase.
Allow Users to Add Codes to Lookup Lists – Permit users to add lookup codes to the AIM system using AIM data entry dialog boxes.
Allow Direct Input for Fees – The user can overwrite fees in AIM.
Delete All Suspenses Upon Completion – Suspenses will be deleted when closed and will no longer be a part of the policy record.
Highlight Required Fields – Fields in AIM that the user is required to fill out are highlighted in yellow.
Warn User on Commission Changes – When generating a renewal, a prompt will presented if the commissions do not match the commissions in the product table.
Allow Duplicate Fees – User will be able to create duplicate fees.

Options 7 and 11 should only be used if your agency is not using the AIM Accounting application. Attempting to use this option with AIM Accounting can cause problems with fees.

Hide Menu Options From Users w/o Security – Menu options will not be shown to users whose security level setting is lower than the security level required to use the menu option.
System Will Check Suspenses on Startup – User's suspense log will open when AIM us started.
Display Tax Schedule When Issuing Binder – The surplus lines tax calculator will open so the user can review and edit the taxes.
Sort Activity Log by Most Recent Date – Activity Log will display the activities with the most recent activity on top.
Clearance Search by Insured Table – When the user performs a search to clear a named insured, AIM will search the Insured database table instead of the Quote database table.
Allow Users to Delete Protected Fields – Users will be able to delete protected merge fields in documents.
Compute Cancellation Return Premium – AIM will compute cancellation return premiums when a cancellation is processed.
Use Quick Quote Functions – User will have access to the Quick Quote dialog box to enter quotes with a minimal amount of information.
Clear Suspenses on Closed Files – When a submission is closed, or a policy is cancelled/expired, all suspenses for that account will be closed.
Use Production Splits – Commissions can be divided between in-house underwriters.
Allow Cancellation of Expired Policies – Users will have the ability to cancel an expired policy.
Use International Address Format – International address fields will be displayed on the Add/Edit Insured dialog box. The State field will no longer be visible.
Use Division Specific Policy Registers – Additional filters will be added to the Policy Register dialog box making it possible to define which divisions can issue policies included in the policy register.
Use DMU to Manage SQL Logins – The system administrator will use DMU to manage user ID codes in Microsoft SQL Server.
Prohibit Edit of Insured Data on Submissions – Prohibits the user from making insured name changes on the Submission Entry dialog box.
Filter Product List for Quoted Coverage – Filters the available product list by the coverage selected on the Quote Detail screen.
Copy Cancel Date to Expire on Cancellation – Causes the expiration date to change to the cancellation effective date when a policy is cancelled in AIM.
Manage Claims Reserves By Transactions – Enables tracking of claims reserve transactions.
Use Local Directory for Crystal DLL – AIM will use the DLL files associated with Crystal Reports on the local computer rather than those stored on the network.