Equipment Floaters Page

Use the Equipment Floaters page to enter underwriting and rating information for contractors' equipment schedules. You can also use it for any other applicable Inland Marine coverage and schedule including those for cameras, musical instruments, and the like.

How to access this page

  1. Look up and load the client.

  2. Click the Equipment Floater policy you want. The Policy Detail page appears.

  3. Select Equipment Floater from the Coverages drop-down menu on the Secondary Navigation bar.

If you see the message You cannot add records while in display mode, select Click here to go to Policy Details and Maintain or Endorse a transaction.

  1. Do one of the following:

Click

To

Add

Add a new equipment floater.

View

View or update existing equipment floater information.

First you must highlight the appropriate item on the equipment floater list.
Copy Copy an Equipment Floater from Client Units.

Print

Print the schedule of equipment floater grid list.
Excel Export the schedule of equipment floater grid list.

Renumber

Access the Renumber page allowing you to "close the gap" and sequentially or manually number equipment on the policy.

This option appears on the Scheduled Equipment grid and only if you have Personalized your system by selecting Yes to the Allow Renumber Option? on the Policy Flags Personalization page. For instructions, see Setting Policy Flags.

Date Off

Date-off one or more Equipment Floater Coverage records in the grid. You must highlight any record before you date it off. If there is more than one block of records, you must bring up each block and highlight the records to be dated off. A prompt asks you to confirm that you want to date off the records.

Activate

Activate one or more Equipment Floater Coverage records previously dated off. You must highlight any record before you activate it. If there is more than one block of records, you must bring up each block and highlight the records to be activated.

 

Sections on this page

Equipment

Scheduled Equipment

Enter any information for the scheduled item, including Model Year, Description, ID#, Serial Number, Date Purchased, whether it was new/used, and the Amount of Insurance.

Equipment Storage

Enter information about the contractor's equipment, including Months in Storage, Maximum Value in Building, Maximum Value Outside, and the Type of Security employed at each location.

Unscheduled Equipment

Enter information about any other items owned by the applicant, including Description, Maximum Item, Amount of Insurance, and Percentage of Co-Insurance.

Reporting Information

Enter information about Reporting or Non-Reporting Basis.

Additional Coverages

Enter information about additional coverages.

Buttons on this page

Click

To

Save (CTRL+S)

Preserve any changes you made to this page.

Quit (CTRL+Q)

Exit this dialog box without saving changes.

Redisplay (CTRL+Y)

Exit the existing transaction to select a new transaction.

 

 

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