Policy Express

Required Software Version: September 2015

Related Pages

Client Tab Company Tab Dashboard Tab (User) Express Billing Management Tab Vendor Tab Training 1: Newton Interface Overview Training 3: Entering Policy Information

Related Categories

Policy Tasks Training Guides

The Dashboard Tab (User), Client Tab, Company Tab, Vendor Tab, Management Tab, and Policy Express are the primary dashboards within Agency Systems.

The Policy Express dashboard opens as a full screen tab by default, similar to tabs in a web browser. Optionally, a user option to open Policy Express as a window, instead of a tab is available.

Policy Express: Overview

The interface includes:

• A top toolbar for efficient access to Policy Tasks such as renewals, endorsements, and cancellations.
• Multiple tabs for rich content such as ACORD Forms, and company Download data.
• Multiple expandable bands on each tab to organize content.
• Intelligent information panels.

Policy Express: Top Toolbar

Policy Tasks: Previously available within "Automated Procedures", Policy Tasks provides quick access to common changes such as renewals and endorsements.

See: Training 3: Entering Policy Information for more information.

Batch Send: Previously named "Batch Print", Batch Send provides a single interface to send ACORD Forms, Memos, Attachments and more to either email, fax, printer, or My Insurance Dashboard.

Add Form: Create a new 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 Forms Tab.

Note: Create a permanent policy note that will display in the Activity Band in both Policy Express, and the 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 tab.

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.

Client Payment: Create a client payment for agency bill or direct bill policies, and provides access to the Cash Payment Fee Wizard.

Agency Fee: Creates a 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.

Policy View: Opens the policy view web browser and automatically enters the credentials for the 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.

Show Pane / Hide Pane: 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.

The Show/Hide status of the pane is saved per operator, and is automatically set when Newton is opened.

Policy Express: Dashboard

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.

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.

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 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.

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 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:

Use Search in the 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.

Dashboard: Transactions Band

The transactions band will list all policy transactions (sequences) for the policy, including transaction details, invoice numbers, and premium amounts.

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.

For more information on creating, viewing and editing claims, see: Claims.

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 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 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 remove an email from the list.

Use Search in the top toolbar to only display matching search results in the Emails Band. When search is used, the default date email filter is automatically removed.

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 top toolbar to only display matching search results in the Attachments Band. When search is used, the default date attachment filter is automatically removed.

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.

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 the client account tab section.

Policy Express: Forms Tab

The Forms tab displays all ACORD Forms and form bundles for the selected policy.

Policy Express: Download Tab

The Download tab displays all downloads for a policy.

In addition, the right-click -> create form and right-click -> rating integration menu options are also available.