Difference between revisions of "Policy: Move A Policy To Another Client"
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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;"> | ||
| + | <tr> | ||
| + | <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|September 2015]]</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td>[[File: Ic_settings_backup_restore_black_24dp.png]] Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Move_A_Policy_To_Another_Client&oldid=1114 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> | ||
</tr> | </tr> | ||
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Policies can be moved between clients for a number of reasons. | Policies can be moved between clients for a number of reasons. | ||
*Merge two duplicate client records together. | *Merge two duplicate client records together. | ||
| − | *Policy downloaded to wrong client | + | *Policy [[Daily Process for Policy Downloads|downloaded]] to wrong client |
*Combine two clients who become associated due to getting married. | *Combine two clients who become associated due to getting married. | ||
*Split two clients apart who are no longer associated due to a divorce. | *Split two clients apart who are no longer associated due to a divorce. | ||
*Split two clients apart to separate personal lines vs. commercial lines business. | *Split two clients apart to separate personal lines vs. commercial lines business. | ||
| − | + | == Move A Policy Without Accounting History == | |
This process will move the policy record, all policy activity, and all items including attachments, memos, and forms to the new client. | This process will move the policy record, all policy activity, and all items including attachments, memos, and forms to the new client. | ||
| − | + | #[[Client_Tab#Find_a_Client|Load the Client]] on a [[Client Tab]]. | |
| − | + | #'''Left-Click''' the '''Policy Number''' within the Policies band to open [[Policy Express]]. | |
| − | #Load the Client on | + | #Select '''Policy Tasks -> Move Policy to Another Client'''. ''(If prompted with "The policy cannot be moved after it has been invoiced." see [[#Move A Policy With Accounting History|the section below]].)'' |
| − | #Left-Click the '''Policy Number''' within the | + | #:[[File:Policytask-movepolicy-changeclient.png]] |
| − | #Select ''' | + | #Enter the '''New Client's''' Name or Number in the drop-down. |
| − | #Enter the '''New Client's | + | #To optionally create a follow up [[Diary]] item, select the '''Create Diary''' option. |
| − | #To optionally create a follow up | + | #Enter any additional activity details in the '''Policy Log''' field and select '''Ok'''. |
| − | # | ||
#When the process completes, a message will appear on screen stating '''Process Completed'''. | #When the process completes, a message will appear on screen stating '''Process Completed'''. | ||
| − | + | == Move A Policy With Accounting History == | |
If a policy has accounting history, but later needs to be moved to another client, different steps are required. | If a policy has accounting history, but later needs to be moved to another client, different steps are required. | ||
| + | :[[File:Policytask-movepolicy-cannotbemoved.png]] | ||
All the previous policy terms and transactions will remain under the original client, while new transactions to the policy will appear under the new client. | All the previous policy terms and transactions will remain under the original client, while new transactions to the policy will appear under the new client. | ||
| − | #Load the Client on | + | #[[Client_Tab#Find_a_Client|Load the Client]] on a [[Client Tab]]. |
| − | #Left-Click the '''Policy Number''' within the | + | #'''Left-Click''' the '''Policy Number''' within the Policies band to open [[Policy Express]]. |
| − | #Select ''' | + | #Select '''[[Express Billing]]'''. ''(This will open the last transaction of the policy.)'' |
#Select '''Policy -> Close Transaction'''. | #Select '''Policy -> Close Transaction'''. | ||
| − | #Select '''Policy -> | + | #Select '''Policy -> New Transaction'''. |
#Enter a [[Transaction Profile|transaction code configured as type endorsement]] such as END. | #Enter a [[Transaction Profile|transaction code configured as type endorsement]] such as END. | ||
#Select '''Finish'''. | #Select '''Finish'''. | ||
#Select '''Other -> Change Client Number. | #Select '''Other -> Change Client Number. | ||
| − | #Enter the '''New Client's Number''', or enter a * to search by keyword. | + | #Enter the '''New Client's Number''', or enter a * to [[Client Keyword Search|search by keyword]]. |
#Select '''Ok'''. | #Select '''Ok'''. | ||
#When the process completes, close [[Express Billing]]. | #When the process completes, close [[Express Billing]]. | ||
Revision as of 20:58, 29 December 2015
 Required Software Version: September 2015 |
 Legacy Instructions Available: Click Here |
| Related Pages |
| Related Categories |
Policies can be moved between clients for a number of reasons.
- Merge two duplicate client records together.
- Policy downloaded to wrong client
- Combine two clients who become associated due to getting married.
- Split two clients apart who are no longer associated due to a divorce.
- Split two clients apart to separate personal lines vs. commercial lines business.
Move A Policy Without Accounting History
This process will move the policy record, all policy activity, and all items including attachments, memos, and forms to the new client.
- Load the Client on a Client Tab.
- Left-Click the Policy Number within the Policies band to open Policy Express.
- Select Policy Tasks -> Move Policy to Another Client. (If prompted with "The policy cannot be moved after it has been invoiced." see the section below.)
- Enter the New Client's Name or Number in the drop-down.
- To optionally create a follow up Diary item, select the Create Diary option.
- Enter any additional activity details in the Policy Log field and select Ok.
- When the process completes, a message will appear on screen stating Process Completed.
Move A Policy With Accounting History
If a policy has accounting history, but later needs to be moved to another client, different steps are required.
All the previous policy terms and transactions will remain under the original client, while new transactions to the policy will appear under the new client.
- Load the Client on a Client Tab.
- Left-Click the Policy Number within the Policies band to open Policy Express.
- Select Express Billing. (This will open the last transaction of the policy.)
- Select Policy -> Close Transaction.
- Select Policy -> New Transaction.
- Enter a transaction code configured as type endorsement such as END.
- Select Finish.
- Select Other -> Change Client Number.
- Enter the New Client's Number, or enter a * to search by keyword.
- Select Ok.
- When the process completes, close Express Billing.
