|
|
| (11 intermediate revisions by the same user not shown) |
| Line 1: |
Line 1: |
| − | [[Category:Policy Tasks]]
| + | #REDIRECT [[Policy Dashboard]] |
| − | <table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
| |
| − | <tr>
| |
| − | <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Not Yet Available.]]</td>
| |
| − | </tr>
| |
| − | <tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
| |
| − | <td>Related Pages</td>
| |
| − | </tr>
| |
| − | <tr>
| |
| − | <td>
| |
| − | <ul>
| |
| − | <li>[[Client Tab]]</li>
| |
| − | <li>[[Company Tab]]</li>
| |
| − | <li>[[Dashboard Tab (User)]]</li>
| |
| − | <li>[[Express Billing]]</li>
| |
| − | <li>[[Management Tab]]</li>
| |
| − | <li>[[Vendor Tab]]</li>
| |
| − | <li>[[Training 1: Newton Interface Overview]]</li>
| |
| − | <li>[[Training 3: Entering Policy Information]]</li>
| |
| − | </ul>
| |
| − | </td>
| |
| − | </tr>
| |
| − | <tr style="background-color: #d3d3d3; text-align: center; ">
| |
| − | <td>Related Categories</td>
| |
| − | </tr>
| |
| − | <tr>
| |
| − | <td>
| |
| − | <ul>
| |
| − | <li>[[:Category:Policy Tasks|Policy Tasks]]</li>
| |
| − | <li>[[:Category:Training Guides|Training Guides]]</li>
| |
| − | </ul>
| |
| − | </td>
| |
| − | </tr>
| |
| − | </table>
| |
| − | | |
| − | The Policy Express dashboard mirrors the look and functionality of the [[Client Tab|client basic tab]], [[Dashboard Tab (User)|user dashboard]], [[Company Tab|company dashboard]], and [[Management Tab|management dashboard]]. The Policy Express dashboard now opens as a full screen tab by default, similar to tabs in a web browser. Optionally, a [[Preferences#User_Options|user option to open Policy Express as a window, instead of a tab]] is still available.
| |
| − | | |
| − | == Policy Express: Overview ==
| |
| − | The interface includes:
| |
| − | *A [[#Policy Express: Top Toolbar|top toolbar]] for efficient access to [[:Category:Policy Tasks|Policy Tasks]] such as renewals, endorsements, and cancellations.
| |
| − | *Multiple tabs for rich content such as [[#Policy Express: Forms Tab|ACORD Forms]], and company [[#Policy Express: Download Tab|Download data]].
| |
| − | *[[#Policy Express: Dashboard|Multiple expandable bands on each tab to organize content]].
| |
| − | *Intelligent information panels.
| |
| − | :[[File:Polexp-dashboard.png]]
| |
| − | | |
| − | == Policy Express: Top Toolbar ==
| |
| − | [[File:Polexp-toptoolbar.png]]
| |
| − | | |
| − | | |
| − | '''Policy Tasks:''' Previously available within "Automated Procedures", [[Policy_Tasks|'''Policy Tasks''']] provides quick access to common changes such as renewals and endorsements.
| |
| − | | |
| − | :[[File:Polexp-poltasks.png]]
| |
| − | | |
| − | | |
| − | '''Batch Send:''' [[File:Polexp-batchsend-icon.png]] Previously named "Batch Print", [[Batch Send|'''Batch Send''']] provides a single interface to send [[:Category:ACORD Forms|ACORD Forms]], [[:Category:Memo Writer|Memos]], [[Attachment Integration|Attachments]] and more to either [[Email Integration|email]], fax, printer, or [[MyInsuranceDashboard.com Integration|My Insurance Dashboard]].
| |
| − | | |
| − | :[[File:Polexp-batchsend.png]]
| |
| − | | |
| − | | |
| − | '''Add Form:''' Create a new [[:Category:ACORD Forms|ACORD form]] by selecting any form from the library, or use the shortcuts for '''Auto ID''' or '''Certificate'''. To open a previously created form, see the '''[[#Policy Express: Forms Tab|Forms Tab]]'''.
| |
| − | | |
| − | :[[File:Polexp-newform.png]]
| |
| − | | |
| − | | |
| − | '''Note:''' [[File:Polexp-note-icon.png]] Create a permanent policy note that will display in the '''Activity Band''' in both Policy Express, and the [[Client Tab|client basic tab]]. Optionally select '''Set as policy bulletin''' to set the note as the current '''Policy Bulletin''', displayed initially at the bottom of the '''[[#Policy_Express:_Dashboard|Policy Express -> Dashboard]]''' tab.
| |
| − | | |
| − | :[[File:Polexp-policynote.png]]
| |
| − | | |
| − | | |
| − | '''Express Billing:''' Opens the [[Express Billing]] interface for the most recent transaction on a policy. Express Billing is the primary interface for creating and modifying invoices on a policy.
| |
| − | | |
| − | :[[File:Polexp-expressbilling.png]]
| |
| − | | |
| − | | |
| − | '''Client Payment:''' [[Client Payment (disambiguation)|Create a client payment]] for [[:Category:Invoice|agency bill or direct bill]] policies, and provides access to the [[Cash Payment Fee Wizard]].
| |
| − | | |
| − | :[[File:Polexp-clientpayment.png]]
| |
| − | | |
| − | | |
| − | '''Agency Fee:''' Creates a [[Agency_Fee_Wizard|100% agency commission invoice]], that must be attached to an existing invoice. For additional fee options, use the [[Cash Payment Fee Wizard]] available within the client payment interface.
| |
| − | | |
| − | :[[File:Polexp-agencyfee.png]]
| |
| − | | |
| − | | |
| − | '''Policy View:''' [[File:Polexp-policyview-icon.png]] Opens the [[Policy_View|policy view web browser]] and automatically enters the credentials for the [[Company Profile|company]] assigned to the policy. Selecting policy view also automatically copies the policy number to the clipboard.
| |
| − | | |
| − | | |
| − | '''Search:''' Similar to the client basic tab search, searching within Policy Express will provide results from the Activity Band, Email Band, and Attachment Band.
| |
| − | | |
| − | :[[File:Polexp-search.png]]
| |
| − | | |
| − | | |
| − | '''Show Pane / Hide Pane:''' [[File:Polexp-pane-icon.png]] Enables or disables the bottom preview pane on the '''Dashboard''' tab. The preview pane displays additional information about a selected item, such as a policy transaction or an activity.
| |
| − | | |
| − | :[[File:Polexp-pane.png]]
| |
| − | | |
| − | The Show/Hide status of the pane is saved per operator, and is automatically set when Newton is opened.
| |
| − | | |
| − | == Policy Express: Dashboard ==
| |
| − | [[File:Polexp-dashboard.png]]
| |
| − | | |
| − | | |
| − | '''Dashboard: Policy Summary:'''
| |
| − | | |
| − | The policy summary text is listed at the top of the '''Dashboard''' tab. The text will also list the '''Named Insured''' for broker clients, and if the '''Override Payee''' has been set on the invoice.
| |
| − | | |
| − | :[[File:Polexp-dashboard-ni.png]] [[File:Polexp-dashboard-payee.png]]
| |
| − | | |
| − | Below the policy summary, a link for '''View Policy Details''' is listed. Selecting the link will open the '''Policy Details''' tab, displaying extended policy information for the most recent policy transaction.
| |
| − | | |
| − | :[[File:Polexp-dashboard-poldetails.png]]
| |
| − | | |
| − | If an existing '''[[Form Bundle]]''' has been previously saved to the policy, a link for '''View Current Form Bundle (Risk)''' will be listed. Selecting the link will open the current '''Form Bundle''' window, which can also be accessed from the [[#Policy_Express:_Forms_Tab|Forms Tab]].
| |
| − | | |
| − | | |
| − | '''Dashboard: Policy Bulletin:'''
| |
| − | | |
| − | The Policy bulletin is a single policy activity note highlighted to display automatically by default when Policy Express is opened. The bulletin can be modified by making a new activity and selecting '''Set as policy bulletin''', or started from a previously saved policy activity note.
| |
| − | | |
| − | The bulletin is automatically displayed for all users, even if the preview pane is disabled. When an area within Policy Express is selected, the bulletin will either switch to the preview pane, or disappear.
| |
| − | | |
| − | The policy bulletin also displays on the policies list as a tooltip if the mouse pointer is moved over the displayed policy number.
| |
| − | :[[File:Clientbasic-policies-showbulletin.png]]
| |
| − | | |
| − | When a policy bulletin is set, it replaces any previously created bulletins on that policy. To remove a bulletin, select '''Clear Bulletins''' in the toolbar. ''(Requires '''Other -> Security System -> AR -> Policy Transaction -> Global''' (delete) access.)''
| |
| − | | |
| − | | |
| − | '''Dashboard: Diaries Band:'''
| |
| − | | |
| − | The diaries band shows all open diaries assigned to the selected policy. To view a diary, select the diary description. To create a new diary, select '''Create Diary''' below the '''Diaries''' band header.
| |
| − | | |
| − | In addition, closed diaries assigned to the selected policy can be viewed by expanding the '''Closed Diaries''' sub-band.
| |
| − | | |
| − | | |
| − | '''Dashboard: Activity Band:'''
| |
| − | | |
| − | The activity band shows activity items assigned to the selected policy, based on the [[Preferences#Activity_Listing|user default types and date range]]. To view an activity, select the activity description. Select '''Click to show all activity''' at the bottom of the activity list to remove the default date filter from the list.
| |
| − | | |
| − | In addition, a right-click menu is available to change the activity types, and perform additional functions:
| |
| − | | |
| − | :[[File:Polexp-dashboard-activity-rightclick.png]]
| |
| − | | |
| − | Use '''Search''' in the [[#Policy_Express:_Top_Toolbar|top toolbar]] to only display matching search results in the Activity Band. When search is used, all activity filters including types and dates are automatically removed.
| |
| − | | |
| − | :[[File:Polexp-search.png]]
| |
| − | | |
| − | | |
| − | '''Dashboard: Transactions Band:'''
| |
| − | | |
| − | The transactions band will list all policy transactions (sequences) for the policy, including transaction details, invoice numbers, and premium amounts.
| |
| − | :[[File:Polexp-dashboard-transactions.PNG]]
| |
| − | | |
| − | To view the invoice details of '''any transaction''', click on the transaction description to open [[Express Billing]].
| |
| − | | |
| − | '''Right-click''' on any transaction and select '''Edit Policy Details''' to open the policy details tab (extended policy information) for the selected transaction.
| |
| − | | |
| − | | |
| − | '''Dashboard: Claims Band:'''
| |
| − | | |
| − | The claims band shows all open claims assigned to the selected policy. To view a claim, select the claim number. To create a new claim, select '''Create Claim''' below the '''Claims''' band header.
| |
| − | | |
| − | In addition, closed claims assigned to the selected policy can be viewed by expanding the '''Closed Claims''' sub-band.
| |
| − | | |
| − | :[[File:Polexp-dashboard-claims.PNG]]
| |
| − | | |
| − | | |
| − | '''Dashboard: Memos Band:'''
| |
| − | | |
| − | The memos band shows all memos saved to the selected policy. To view a memo, select the memo name. To create a new memo, select '''Create Memo''' below the '''Memos''' band header.
| |
| − | | |
| − | | |
| − | '''Dashboard: Emails Band:'''
| |
| − | | |
| − | The emails band shows all emails saved to the selected policy, based on the [[Preferences#User_Options|user default date range]]. To view an email, select the email subject.
| |
| − | | |
| − | To create a new email, select '''Create Email''' below the '''Emails''' band header, select '''Batch Send''' in the [[#Policy_Express:_Top_Toolbar|top policy express toolbar]], or simply drag-and-drop onto the policy express window. Select '''Click to show all emails''' at the bottom of the activity list to remove the default date filter from the list.
| |
| − | | |
| − | In addition, a right-click menu is available to edit an email description, or [[Email_Integration#Delete_an_Email|remove an email from the list]].
| |
| − | | |
| − | Use '''Search''' in the [[#Policy_Express:_Top_Toolbar|top toolbar]] to only display matching search results in the Emails Band. When search is used, the default date email filter is automatically removed.
| |
| − | | |
| − | :[[File:Polexp-search.png]]
| |
| − | | |
| − | | |
| − | '''Dashboard: Attachments Band:'''
| |
| − | | |
| − | The attachments band shows all attachments saved to the selected policy, based on the user default date range. To view an attachment, select the attachment description. To create a new email, select '''Create Attachment''' below the '''Emails''' band header, or simply drag-and-drop onto the policy express window. Select '''Click to show all emails''' at the bottom of the activity list to remove the default date filter, from the list.
| |
| − | | |
| − | Use '''Search''' in the [[#Policy_Express:_Top_Toolbar|top toolbar]] to only display matching search results in the Attachments Band. When search is used, the default date attachment filter is automatically removed.
| |
| − | | |
| − | :[[File:Polexp-search.png]]
| |
| − | | |
| − | | |
| − | '''Dashboard: Interests Band:'''
| |
| − | | |
| − | The interests band shows all policy interests saved to the selected policy. To view or edit an interest select '''Create or Edit Interest''' below the '''Interests''' band header.
| |
| − | | |
| − | :[[File:Polexp-dashboard-interests-createoredit.png]]
| |
| − | | |
| − | == Policy Express: Accounting Tab ==
| |
| − | The Accounting tab displays all invoices for the selected policy, including items with a zero balance. Expand an invoice to view invoice line details and existing payments. For additional information regarding the account tab features, see [[Client Tab#Client:_Account_Tab|the client account tab section]].
| |
| − | | |
| − | [[File:Polexp-accounting.png]]
| |
| − | | |
| − | == Policy Express: Forms Tab ==
| |
| − | The Forms tab displays all [[:Category:ACORD Forms|ACORD Forms]] and form bundles for the selected policy.
| |
| − | | |
| − | [[File:Polexp-forms.png]]
| |
| − | | |
| − | == Policy Express: Download Tab ==
| |
| − | The Download tab displays '''all downloads for a policy'''.
| |
| − | | |
| − | In addition, the '''right-click -> create form''' and '''right-click -> [[:Category: Rating Integration|rating integration]]''' menu options are also available.
| |
| − | | |
| − | [[File:Polexp-download-formsandrating.png]]
| |
