Forms: Form Bundle
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A Form Bundle is a way to structure risk information specific to a policy transaction. A Form Bundle may contain ACORD forms and schedule items including drivers, vehicles, properties, equipment, and workers. A Form Bundle provides the operator an easy to read view for drivers, vehicles, properties, equipment, or workers specific to a policy without opening an ACORD form, or requiring the company to download policy information.
For bundles were introduced in the March 2014 release of Newton.
Contents
Creating A Form Bundle Manually
A form can be manually added to a bundle by opening the form and selecting Other -> Bundle This Form.
- If a form bundle has not been created, this will establish a form bundle.
- Forms can only be added to a bundle on their current transaction/sequence.
- Each transaction/sequence can only have a single bundle.
Once a Form Bundle is established, it can be viewed is a separate window. The window can be opened from the Forms tab, or from the form list in Policy Express by selecting View Form Bundle.
The Form Bundle initial view lists all ACORD forms for the bundle, organized by form category.
- The view Form bundle window will organize forms by the following categories.
Application Application for insurance Supplement Supplement for application Loss Notice Loss notice or claim Certificate Certificate of insurance Binder Binder of insurance Change Request Change request Schedule Schedule of property or interests Cancellation Cancellation notice
A Right-Click menu provides easy access to common functions including removing a selected form from the current bundle.
Adding Schedule Items To A Form Bundle
Schedule items including Vehicles, Drivers, Properties, Equipment, and Workers are listed on the second tab.
Schedule items will be automatically populated when a form is added to the bundle containing selected schedule items. For example, an existing ACORD 50 ID Card with 3 drivers and 2 vehicles will automatically add those schedule items to the bundle list by simply adding the ACORD 50 ID card to the bundle.
To add a schedule item manually, Right-Click and select the desired menu item to open the schedule selection window.
To remove a schedule item, Right-Click and select Remove From Bundle. Removing a schedule time from the bundle window will automatically remove it from any form saved to the bundle.
Creating and Updating Form Bundles with Automated Procedures
The Policy Express -> Automated Procedure processes currently prompt the user to update ACORD forms by copying selected forms to the newly created transaction. The form selection window has been updated to integrate directly with Form Bundles.
Start an automated process and select Next to continue to the forms selection step.
If there isn't a current form bundle, a Create Form Bundle checkbox is visible in the form list.
- Create Form Bundle is selected by default.
- The following form types are selected by default.
- Application
- Supplement
- Certificate
- Schedule
- If Create Form Bundle is selected, the system will make a bundle including all the selected forms.
- If Create Form Bundle is not selected, the system will update forms as it did previously without creating a bundle.
If the policy already has at least one Form Bundle, the system will default to always make a new bundle.
- If no forms are selected to copy, the system will not make a new bundle.
- All forms selected to copy will be copied to the new bundle.
Once additional interests and scheduled items are bundled, the newly made bundles will inherit them as well.
Batch Print and Form Bundles
The Batch Print screen automatically incorporates Form Bundles into the selection process.
