Difference between revisions of "Policy: Create A Policy"

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(Updated for 2015)
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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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    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|September 2015]]</td>
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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=3406 Click Here]</td>
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<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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*Activities, [[Claims]] and other items.  
 
*Activities, [[Claims]] and other items.  
  
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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.  
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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 [[:Category:Policy Tasks|policy tasks]] including Renewals, Endorsements, Cancellations, Reinstatements and more.  
 
== Create A New Policy, Quote, or Binder ==
 
== Create A New Policy, Quote, or Binder ==
 
Prior to creating a new policy, the client must already be entered into the system. See [[Client Profile|Create A Client]] for more details.  
 
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:Expbill.png|thumb|300px|right|Express Billing]]
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[[File:Expressbilling-droplists.png|thumb|300px|right|Express Billing]]
 
New policies are entered using the [[Express Billing]] interface, accessed from the [[Client Tab#Client Tab: Dashboard|client's basic tab]].
 
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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#*Do not enter "TBD" as a policy number.  Policy numbers are unique system-wide.  
 
#*Do not enter "TBD" as a policy number.  Policy numbers are unique system-wide.  
 
#*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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#Enter the following either by typing the code, or simply type the name, and select the correct profile from the list.  
 
#*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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To create an invoice, select '''Next'''.  See [[Create An Invoice]] for additional details.  
 
To create an invoice, select '''Next'''.  See [[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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To modify or create a new profile, '''Right-Click''' in the entry field. ''(Requires additional [[Security System|security permissions]].)''
 
  
 
== Additional Methods Used To Create Policies ==
 
== Additional Methods Used To Create Policies ==

Revision as of 19:53, 17 November 2015

Ic info black 24dp.png Required Software Version: September 2015
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:

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

Prior to creating a new policy, the client must already be entered into the system. See Create A Client for more details.

Express Billing

New policies are entered using the Express Billing interface, accessed from the client's basic tab.

  1. Search for and load the client or prospect.
  2. On the client's Basic tab, Left-Click Create Policy under the Active Policies band.
  3. Express Billing will open without any pre-filled policy information.
  4. Enter the desired policy number.
    • If the policy number is unknown, leave the default value of *AUTO*, and a system-generated number will be created.
    • Do not enter "TBD" as a policy number. Policy numbers are unique system-wide.
    • Policy numbers are case-sensitive. Typically, letters are entered as capitals.
  5. Enter the following either by typing the code, or simply type the name, and select the correct profile from the list.
    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
  6. Enter the Effective Date, or select the date from the calendar drop-down. Press <TAB> to advance to the next field.
  7. Enter the Expiration Date, or select the date from the calendar drop-down.
  8. Select Pol Type -> Policy/Quote/Binder. (If Policy Type -> Binder is disabled, see Agency Profile)
  9. Select Save.

To create an invoice, select Next. See Create An Invoice for additional details.

Additional Methods Used To Create Policies

Many companies offer Download Integration, which is used to create both new policies and add new transactions to existing policies. Any policies not created by download must be entered manually.

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

New quotes can be created automatically when a Submission is created, or separately using the same Express Billing interface for policies.

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