Difference between revisions of "Configure AL3 Acord Lines"

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(Created page with "Category:Download AL3 Acord lines designate the class, department, and transaction codes of policies created by download, as well as the Acord forms that will be created w...")
 
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[[Category:Download]]
 
[[Category:Download]]
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AL3 Acord lines designate the class, department, and transaction codes of policies created by download, as well as the Acord forms that will be created with downloads. Many companies may call these coverage codes, and provide you a large index of items to be entered. Newton handles this differently than most vendors where we have completed the hard work for you. These codes may also be entered as you receive downloads. The system will prompt you to configure any new AL3 Lines as they are received.
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<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
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<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
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    <td>Related Pages</td>
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</tr>
  
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== Process ==
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<tr>
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[[Image:AL3Lines.png|frame|AL3 Setup]]
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<td>
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'''Note:''' ''For the risk information such as drivers, vehicles, and properties to show on the clients basic tab you will need to create a form to populate this information. For the this example you would want to select the ACORD 80 (Homeowner’s Application) to bring in the property information.''
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<ul>
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<li>[[Daily Process for Policy Downloads]]</li>
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<li>[[Configure NAIC Codes]]</li>
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</ul>
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</td>
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</tr>
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<tr style="background-color: #d3d3d3; text-align: center; ">
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    <td>Related Categories</td>
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</tr>
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<tr>
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<td>
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<ul>
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<li>[[:Category:Download|Download]]</li>
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<li>[[:Category:Profiles|Profiles]]</li>
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</ul>
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</td>
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</tr>
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</table>
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<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
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<tr>
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<td>Common AL3 codes are reviewed and configured during download setup training.</td>
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</tr>
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<tr>
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    <td>
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{|class = "wikitable sortable" style="margin: auto;"
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!AL3 Line
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!Common Name
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|-
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|AGLIA
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|Agriculture Liability
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|-
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|AUTOB
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|Commercial Auto
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|-
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|AUTOP
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|Personal Auto
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|-
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|BOAT
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|Boat/Watercraft
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|-
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|BOP
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|Business Owners
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|-
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|CFIRE
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|Commercial Fire
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|-
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|CGL
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|Commercial GL
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|-
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|CONTR
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|Contractor's Equipment Floater
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|-
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|CPKGE
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|Commercial Package
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|-
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|CUMBR
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|Commercial Umbrella
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|-
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|CYCL
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|Motorcycle
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|-
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|DFIRE
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|Dwelling Fire
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|-
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|FLOOD
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|Flood
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|-
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|HOME
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|Homeowners
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|-
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|INMRC
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|Inland Marine (Commercial Lines)
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|-
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|INMRP
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|Inland Marine (Personal Lines)
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|-
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|MHOME
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|Mobile Homeowners
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|-
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|PPKGE
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|Personal Package
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|-
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|PROP
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|Commercial Property
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|-
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|PUMBR
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|Personal Umbrella
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|-
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|SMP
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|Special Multi-Peril
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|-
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|WORK
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|Workers Compensation
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|}
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</td>
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</tr>
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</table>
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AL3 Acord lines designate the [[Class Profile|class]], [[Department Profile|department]], and [[Transaction Profile|transaction codes]] of policies created by [[:Category:Download|download]], as well as the [[:Category: Forms|Acord forms]] that will be created by download.
  
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#From the main Agency Systems menu, select '''Other -> Download'''.
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The values will be the default values for new policies, or for any transaction added to an existing policy. Depending on the configured [[Download Options]], some of these values will be ignored if the policy already exists.
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#Click the '''Options''' button.
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#Select the '''AL3''' tab.
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=== Configure AL3 Line When Prompted By Download ===
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#Click the '''Edit Acord Lines''' button.
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Any new codes not previously configured will be placed on the pending tab during the [[Daily Process for Policy Downloads|daily download process]], [[Daily_Process_for_Policy_Downloads#Step_3:_Pending_Tab:_Address_Any_Notes_or_Errors|prompting the operator to configure the new AL3 ACORD Line]].
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#Click the '''Add''' button.
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#In the '''AL3 Line''' field, type the coverage code.
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#From the download pending tab, '''Right-Click -> Configure AL3 Line...'''
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#In the '''Name''' field, type a description.
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#The '''AL3 Line''' will be automatically populated.  
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#The '''Client Type''' drop-down box controls whether clients created by downloads of this type will by default be Personal, or Commercial.
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#Enter the '''Name'''. ''(See chart for guidance)''
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#In the '''Class''' and '''Department''' fields, enter the respective class and department codes for this coverage type.
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#Select '''[[Client Profile|Client Type]] -> Personal or Commercial'''.  
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#The remaining fields designate the transaction codes for your agency that will be used with this coverage type.
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#Enter the '''[[Class Profile|Class Code]]'''. ''(See chart for guidance)''
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#Finally, after filling out all of the fields on the AL3 Line schedule, select the '''Forms''' tab to view a checklist of Acord forms that can be automatically created for each download of this coverage type.
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#Enter the '''[[Department Profile|Department Code]]'''.  
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#Enter each of the required '''[[Transaction Profile|Transaction Codes]]'''. Do not skip any of the fields.
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#:[[File:AL3Lines.png]]
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#Select the '''Forms''' tab.
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#Select which [[:Category: Forms|ACORD forms]] will be automatically created when downloads of the current type are processed.  In order for the risk information such as drivers, vehicles, and properties to be updated, at least one related form must be selected.
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#:''(Example: Auto ID Card must be created in order for Vehicles and Drivers to be generated on a personal auto policy)''
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#:[[File:Dl-options-al3lines-forms.png]]
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#Select '''Save''', then close the window.
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=== Review or Update All AL3 lines ===
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#Select '''Company -> Download'''.
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#Select the '''Options''' button.
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#Select the '''AL3 Tab'''.  
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#Select the '''Edit Acord Lines''' button.
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[[File:Download-options-al3lines-nav.png]]
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*Select '''Print''' for a full list of configured codes.
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*Select '''Add''' to manually enter a new code. ''(See chart for guidance)''
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*Select the navigation buttons to load an existing code, or enter the AL3 Line.  Update any details and select '''Save'''.
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*Select '''Delete''' to remove an AL3 Line.

Latest revision as of 21:56, 7 March 2019

Related Pages
Related Categories
Common AL3 codes are reviewed and configured during download setup training.
AL3 Line Common Name
AGLIA Agriculture Liability
AUTOB Commercial Auto
AUTOP Personal Auto
BOAT Boat/Watercraft
BOP Business Owners
CFIRE Commercial Fire
CGL Commercial GL
CONTR Contractor's Equipment Floater
CPKGE Commercial Package
CUMBR Commercial Umbrella
CYCL Motorcycle
DFIRE Dwelling Fire
FLOOD Flood
HOME Homeowners
INMRC Inland Marine (Commercial Lines)
INMRP Inland Marine (Personal Lines)
MHOME Mobile Homeowners
PPKGE Personal Package
PROP Commercial Property
PUMBR Personal Umbrella
SMP Special Multi-Peril
WORK Workers Compensation

AL3 Acord lines designate the class, department, and transaction codes of policies created by download, as well as the Acord forms that will be created by download.

The values will be the default values for new policies, or for any transaction added to an existing policy. Depending on the configured Download Options, some of these values will be ignored if the policy already exists.

Configure AL3 Line When Prompted By Download

Any new codes not previously configured will be placed on the pending tab during the daily download process, prompting the operator to configure the new AL3 ACORD Line.

  1. From the download pending tab, Right-Click -> Configure AL3 Line...
  2. The AL3 Line will be automatically populated.
  3. Enter the Name. (See chart for guidance)
  4. Select Client Type -> Personal or Commercial.
  5. Enter the Class Code. (See chart for guidance)
  6. Enter the Department Code.
  7. Enter each of the required Transaction Codes. Do not skip any of the fields.
    AL3Lines.png
  8. Select the Forms tab.
  9. Select which ACORD forms will be automatically created when downloads of the current type are processed. In order for the risk information such as drivers, vehicles, and properties to be updated, at least one related form must be selected.
    (Example: Auto ID Card must be created in order for Vehicles and Drivers to be generated on a personal auto policy)
    Dl-options-al3lines-forms.png
  10. Select Save, then close the window.

Review or Update All AL3 lines

  1. Select Company -> Download.
  2. Select the Options button.
  3. Select the AL3 Tab.
  4. Select the Edit Acord Lines button.

Download-options-al3lines-nav.png

  • Select Print for a full list of configured codes.
  • Select Add to manually enter a new code. (See chart for guidance)
  • Select the navigation buttons to load an existing code, or enter the AL3 Line. Update any details and select Save.
  • Select Delete to remove an AL3 Line.
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