Difference between revisions of "Policy: Create A Policy"

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[[Category:Policy Tasks]]
 
[[Category:Policy Tasks]]
 
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
 
<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>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Policy]] Newton User Guide: [[Newton User Guide#Policy|Policy]]</td>
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</tr>
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<tr>
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    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Spring 2017]]</td>
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</tr>
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<tr>
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    <td>[[File: Ic_settings_backup_restore_black_24dp.png]]  Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Policy:_Create_A_Policy&oldid=3944 Click Here]</td>
 +
</tr>
 
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
     <td>Related Pages</td>
 
     <td>Related Pages</td>
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<ul>
 
<ul>
 
<li>[[Invoice: Create An Invoice]]</li>
 
<li>[[Invoice: Create An Invoice]]</li>
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<li>[[Policy Express]]</li>
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<li>[[Policy Dashboard]]</li>
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<li>[[Policy & Billing]]</li>
 
<li>[[:Category:Profiles|Profiles]]</li>
 
<li>[[:Category:Profiles|Profiles]]</li>
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<li>[[Training 3: Entering Policy Information]]</li>
 
 
</ul>
 
</ul>
 
</td>
 
</td>
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Many items in Newton are attached to a policy number including:
 
Many items in Newton are attached to a policy number including:
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*[[KB67640614|Activity]]
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*[[Attachments]]
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*[[Claims]]
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*[[Diary|Diaries (Suspense Items)]]
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*[[:Category:Download|Downloaded Risk]]
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*[[Email|Emails]]
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*[[:Category:Forms|Forms]]
 
*[[Invoice: Create An Invoice|Invoices]]
 
*[[Invoice: Create An Invoice|Invoices]]
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*[[Training 4: ACORD Forms|ACORD Forms]]
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*[[Memowriter|Memos]]
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*[[Attachment Integration|Attachments]]
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*[[Email Integration|Emails]]
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== Before You Begin ==
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*[[Diary|Suspense (Diary) Items]]
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Access to create Policies or Binders requires the current operator to have [[Security System|Security System: AR -> Policy Transaction -> View and Entry]] access.
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*[[:Category:Memo Writer|Memos]]
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*Activities, [[Claims]] and other items.  
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Access to create Quotes requires the current operator to have [[Security System|Security System: AR -> Quoted Transaction -> View and Entry]] access.
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 +
[[File:Ic_info_black_24dp.png]] See: [[Security System]] for more information.
  
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The steps below outline the process of creating a new policy.  If a policy is already in the system, see [[Policy Express]] for all policy tasks including Renewals, Endorsements, Cancellations, Reinstatements and more.
 
 
== Create A New Policy, Quote, or Binder ==
 
== Create A New Policy, Quote, or Binder ==
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Prior to creating a new policy, the client must already be entered into the system. See [[Client Profile|Create A Client]] for more details.
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[[File:Ic_info_black_24dp.png]]  Prior to creating a new policy, the client must already be entered into the system. See [[Client_Profile#Create_a_Client|Create A Client]] for more details.  
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[[File:Expbill.png|thumb|300px|right|Express Billing]]
 
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New policies are entered using the [[Express Billing]] interface, accessed from the [[Client Tab#Client Tab: Dashboard|client's basic tab]].
 
  
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#[[Client_Keyword_Search#Client_Search_by_Keyword|Search for and load]] the [[Client Profile|client or prospect]].  
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#[[Client_Tab#Find_a_Client|Search for and load the client or prospect]].  
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#On the client's Basic tab, Left-Click '''Create Policy''' under the '''Active Policies''' band.  
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#On the [[Client Tab: Client Dashboard|'''Client Dashboard''' tab]] select '''Create Item''' -> '''Policy or Quote''' from the top toolbar.
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#[[Express Billing]] will open without any pre-filled policy information.
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#:[[File:Clienttab-dashboard-toolbar.png]]
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#Enter the desired '''policy number'''.
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#[[Policy & Billing]] will open.
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#*If the policy number is unknown, leave the default value of *AUTO*, and a system-generated number will be created.
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#Press '''<TAB>''' to step through the fields.  
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#*Do not enter "TBD" as a policy number.  Policy numbers are unique system-wide.  
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#Enter the desired '''policy number'''.  
 
#*Policy numbers are case-sensitive.  Typically, letters are entered as capitals.
 
#*Policy numbers are case-sensitive.  Typically, letters are entered as capitals.
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#Enter the following either by typing the code, or performing a search and selecting from the search list.  ''(See [[#Searching For and Selecting Profiles|the section below]] for more information.)''
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#*Policy numbers are unique system-wide.
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#*Press '''<TAB>''' to skip past the field and leave the default value of *AUTO*.  A unique system-generated number will be created when the record is saved.
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#:[[File:Policybilling-autonumber.png]]
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#Enter the following either by typing the code, or simply type the name. Select the correct profile from the list or press '''<TAB>''' after each field.
 
#*Enter the [[Transaction Profile|'''Transaction Code''']]
 
#*Enter the [[Transaction Profile|'''Transaction Code''']]
 
#*Enter the [[Class Profile|'''Class Code''']]
 
#*Enter the [[Class Profile|'''Class Code''']]
 
#*Enter the [[Company Profile|'''Company Code''']]
 
#*Enter the [[Company Profile|'''Company Code''']]
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#*Confirm the default [[Producer Profile|'''Producer Code''']] or update it if different from the client value.  
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#*Confirm the default [[Producer Profile|'''Producer Code''']] or update it if different from the [[Client Profile|client value]].  
 
#*Enter the [[Department Profile|'''Department Code''']]
 
#*Enter the [[Department Profile|'''Department Code''']]
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#::For example, multiple class codes all contain “Auto” in the name. Type the letters “auto”, and only matching profiles are listed.
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#::[[File:Expressbilling-droplists-policyclass.png]]
 
#Enter the '''Effective Date''', or select the date from the calendar drop-down. Press '''<TAB>''' to advance to the next field.  
 
#Enter the '''Effective Date''', or select the date from the calendar drop-down. Press '''<TAB>''' to advance to the next field.  
 
#Enter the '''Expiration Date''', or select the date from the calendar drop-down.  
 
#Enter the '''Expiration Date''', or select the date from the calendar drop-down.  
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#Select '''Pol Type -> Policy/Quote/Binder'''. ''(If Policy Type -> Binder is disabled, see [[Agency_Profile#Accounting_Setups|Agency Profile]])''
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#Select '''Pol Type -> [[Policy_%26_Billing#Policy_Type|Policy/Quote/Binder]]'''. ''(If Policy Type -> Binder is disabled, see [[Agency_Profile#Accounting_Setups|Agency Profile]])''
 
#Select '''Save'''.  
 
#Select '''Save'''.  
  
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To create an invoice, select '''Next'''.  See [[Create An Invoice]] for additional details.
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[[File:Ic_info_black_24dp.png]] To create an invoice, select '''Next'''.  See [[Invoice: Create An Invoice|Create An Invoice]] for additional details.
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=== Searching For and Selecting Profiles ===
 
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Each of the [[:Category:Profiles|profiles]] can be entered by typing the code, or selecting after performing a search.
 
−
 
 
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To display a '''complete list''', enter a '''*''' in the entry field, or '''Left-Click''' on the display text to the right of the entry field. ''(From Example: Left-Click '''Must Enter Transaction'''.)''
 
−
 
 
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[[File:Expbill-createpol-alphastar.png]]
 
−
 
 
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Optionally, to display a '''partial list''', enter the first 1-2 letters of the name, following by a '''*'''.  The resulting list will only include matches where the first two letters of the name match the entered text.  
 
  
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[[File:Expbill-createpol-alphastar-withletters.png]]
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== Edit a Policy, Quote, or Binder ==
 +
Changes to existing policies are typically processed through the [[Policy Dashboard]] including Renewals, Endorsements, Cancellations, Reinstatements and more.
  
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To modify or create a new profile, '''Right-Click''' in the entry field. ''(Requires additional [[Security System|security permissions]].)''
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[[File:Ic_info_black_24dp.png]] For additional information, see: [[:Category: Policy Tasks|Policy Tasks]].
  
 
== Additional Methods Used To Create Policies ==
 
== Additional Methods Used To Create Policies ==
−
Many companies offer [[:Category:Download|Download Integration]], which is used to create both new policies and add new transactions to existing policies.  Any policies not created by [[:Category:Download|download]] must be [[#Create A New Policy, Quote, or Binder|entered manually]].  
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[[Policy & Billing]] can be opened without first loading a client by selecting '''Accounting''' -> '''Policy & Billing''' from the [[Main Menu and Tab Navigation|Main Menu]].  Select the correct client by entering the [[Client Profile|client number]].  
  
−
Changes to existing policies are typically processed through [[Policy Express]] including Renewals, Endorsements, Cancellations, Reinstatements and more.  
+
Many companies offer [[:Category:Download|Download Integration]], which is used to create both new policies and add new transactions to existing policies.  Download '''does not''' require a policy to exist prior to processing daily downloads.  
  
−
New quotes can be created automatically when a [[Submission]] is created, or separately using the same [[Express Billing]] interface for policies.
+
New quotes can also be created automatically when a [[Submission]] is created or during the [[:Category:Policy Tasks|renewal policy task]].

Latest revision as of 21:25, 24 May 2018

Ic description black 24dp.png Newton User Guide: Policy
Ic info black 24dp.png Required Software Version: Spring 2017
Ic settings backup restore black 24dp.png Legacy Instructions Available: Click Here
Related Pages
Related Categories

A policy number in Newton by Agency Systems can represent a policy, quote or binder, and must be unique.

Many items in Newton are attached to a policy number including:

Before You Begin

Access to create Policies or Binders requires the current operator to have Security System: AR -> Policy Transaction -> View and Entry access.

Access to create Quotes requires the current operator to have Security System: AR -> Quoted Transaction -> View and Entry access.

Ic info black 24dp.png See: Security System for more information.

Create A New Policy, Quote, or Binder

Ic info black 24dp.png Prior to creating a new policy, the client must already be entered into the system. See Create A Client for more details.

  1. Search for and load the client or prospect.
  2. On the Client Dashboard tab select Create Item -> Policy or Quote from the top toolbar.
    Clienttab-dashboard-toolbar.png
  3. Policy & Billing will open.
  4. Press <TAB> to step through the fields.
  5. Enter the desired policy number.
    • Policy numbers are case-sensitive. Typically, letters are entered as capitals.
    • Policy numbers are unique system-wide.
    • Press <TAB> to skip past the field and leave the default value of *AUTO*. A unique system-generated number will be created when the record is saved.
    Policybilling-autonumber.png
  6. Enter the following either by typing the code, or simply type the name. Select the correct profile from the list or press <TAB> after each field.
    For example, multiple class codes all contain “Auto” in the name. Type the letters “auto”, and only matching profiles are listed.
    Expressbilling-droplists-policyclass.png
  7. Enter the Effective Date, or select the date from the calendar drop-down. Press <TAB> to advance to the next field.
  8. Enter the Expiration Date, or select the date from the calendar drop-down.
  9. Select Pol Type -> Policy/Quote/Binder. (If Policy Type -> Binder is disabled, see Agency Profile)
  10. Select Save.

Ic info black 24dp.png To create an invoice, select Next. See Create An Invoice for additional details.

Edit a Policy, Quote, or Binder

Changes to existing policies are typically processed through the Policy Dashboard including Renewals, Endorsements, Cancellations, Reinstatements and more.

Ic info black 24dp.png For additional information, see: Policy Tasks.

Additional Methods Used To Create Policies

Policy & Billing can be opened without first loading a client by selecting Accounting -> Policy & Billing from the Main Menu. Select the correct client by entering the client number.

Many companies offer Download Integration, which is used to create both new policies and add new transactions to existing policies. Download does not require a policy to exist prior to processing daily downloads.

New quotes can also be created automatically when a Submission is created or during the renewal policy task.

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