paxjames.blogg.se - Acord insurance binder

On the Customer/Policy Transaction/Form Tree, select the area of the form you want to edit, then click Edit on the toolbar.The ACORD Binder appears in place of the selection form.

When you have made your selections click Create/Refresh Forms.

Create and/or select the interest(s) from the list that you want to create the Binder for. This opens the Add/Edit Additional Interests data entry form.

Select the risk(s) from the list that you want to appear on the Binder by clicking the Select box to select it.

To select multiple lines of business hold down while clicking each line of business.

Select the line(s) of business from the list and click Load Risks.

The expiration date (Exp Date) of the binder defaults to one month later. The effective date and time of the selected policy transaction defaults to the Eff Date and Eff Time of the binder.

Verify or select a Form, and enter a Description.

The Binder Selection data entry form appears.

From the eForms Manager select a policy number and effective date.

Use the following procedure to create a Binder with risk information from a policy: