Update Clients

Account Code:   You will assign a account code to every policy.     This code should be based on the last name and first name for example John Clarkston might get a code of CLARKJO.   If he purchases a second policy the code for that might be CLARKJO.   This allows you to find a client by last name.

 

In this section you enter the insured's Name & Mailing address.   You may use all 4 lines for this information.

 

This button will allow you to import information from the prospect screen.

 

Enter email address here.

 

This will take you to map quest.   And show a map for your insured's address.

 

This button will allow you to enter as many phone numbers as you need for each client.

 

This will default to the insured.   If the insured is not to be billed and enter who is to be billed and where they are to be billed.   You can also, use the lienholder button to import there information.

 

You would use this filed if you are a Managing general agent.   This will indicate which producer to bill the policy to.

 

You will use this button to choose your agency information.   This will only be done once.   Amsoft will remember this code.

 

You will use this button to choose the company.

 

You can choose the Managing General Agent from this button.

 

This button allows you to assign a sub producer to this policy.   You will develop a list of subproducers and simply choose from the list.

 

Enter a code for the csr here.

 

This will load the website for the Company on this policy.   You must fill in the company information in the company data base.

 

Enter Y If you are sending the renewal or N if the company is sending the renewal.   This field will automatically be filled in with information from the company information file.

 

Check this box if the policy has been cancelled.   Also change the expiration date to the date of the cancellation.

 

Enter the policy number here.   You can set defaults for this field from the options screen.   You may want to use something like Pending.   The options screen is found under file then options.

 

Indicate here how you got this business.

 

Enter the effective date of the policy here.   You can also use the Binder Date button to choose the effective date.

 

This will defaul to the account code.     This code will be the same for all policies for 1 insured.   This ties all his policies together.   This will allow you to display all his policies together.

 

Use this filed to indicate the type of coverage.   For example hom for home owners.   Aut for auto.   You will assign your own codes.

 

This date will automatically be populated one year from the effective date.   If you write mostly 6 months policy you can change the annual date to six months.   You will find this under options.   Goto file then options.   You may change any date that is populated.       You can also use the Expiration Date button to import the date.  

 

Enter a code here for the type of policy you plan to offer this insured.

Hint:   If you have information on his current policy with another company - Then got to the prospect section and enter the information there.   If you will find prospect from the top menu.

 

If this policy is part of a group emter the group information here.

 

This field is for your use to enter anything we have not provided for.

 

These bottons   will send you to the coverage screens.   These screens will aloow you to enter coverage information.   You may enter as many items as you need.   For example you can enter as many vehicles as you need with different coverages on each vehicle.  

 

Do not make any entries in these boxes.   A check mark will appear in those boxes that contain coverage for that item.   For example if this policy is for Auto - a checkmark will appear next to vehicles.

 

This button saves the data you have entered.

 

This button will take you to the premium screen.   You will be able to enter all accounting information for this policy.   From this section you will be able to print invoices,   You will also be able to develope accounts receivable, payable, commission receivable, subproducer statements and other reports.     You will find these reports in the report section.

 

 

 

Use this button to enter as many notes as needed.

 

This will cancel any thing you have added to this screen.

 

Enter any note you want displayed when anyone enters this screen.

 

This will take you to a screen that you can enter memos and suspense them.   This memos can be sent to the insured, company, lienholder, billto or producer

 

This is used to track conversations with the insured.   Once an item is entered it can not be deleted.

 

This is used for trnsactional filing.   I f you have our scanning section this will be taking care of in that section.

 

 

This takes you to a screen to track items that are happening on the claim.

 

This will take you to a screen that will track information on any person conected to the policy.   For example on a personal auto policy, you can track all family members.   On a group health policy you can track all employees.

 

Here you enter the date you want the premium due paid by.   You can use the due by button to import this date.

 

This will take you to a screen, where you can track payments made to your agency but due the companies.   An example is a monthly payment made to your office and it should have been sent to the company.     Use the premium button to handle payments made to reduce the balance due on a policy.

 

This will take you to the scanning section and show all scanned images for that policy.

 

This will take you to a list of forms.   You will choose the one you want.   It will then display all forms issued for that polcy and form type.

 

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A checkmark will appear if you have added any data for this button.   This is true for all the checkmarks and buttons in this section.