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Policy information

Adding a New Policy

Use this screen to add a new policy into the system.
On the
Main Menu
 select either
Commercial or Personal Lines
. The side menu dynamically changes depending what you select.
You can also select
Data Setup > Personal Lines Data Setup > Policy Types
.
  1. On the side menu select
    Add New
    .
  2. Enter the
    Policy Number
    .
  3. Enter the
    First Named Insured
    .
  4. On the side menu select
    Continue
    .
  5. Enter the
    General
     information.
    1. Policy Number - The policy number defaults from the previous screen.
    2. Applicable State - The state whose laws apply to the notice.
    3. Policy Type - Select the policy type from the drop-down list. These policy types can be renamed to
      Utilities
      .
  6. Enter the
    First Named Insured
     section information:
    1. Miscellaneous Line – This is an optional field. It prints above the name of the Insured and appears in a window envelope. It can be used for the Account Number, Policy Number or any other character string. Using the Miscellaneous Line allows you to find your file if the notice should come back from the Post Office as undeliverable.
    2. Name Line 1 – First line of the Insured Name. This defaults from the previous screen.
    3. Name Line 2 – Second line of Insured Name, if applicable.
    4. Address Line 1 – First line of the Insured’s Address.
    5. Address Line 2 – Second line of the Insured’s Address, if applicable.
    6. City – City in the Insured’s Mailing Address
    7. State – State in the Insured’s Mailing Address. You can enter this from the drop-down list or, once the field is highlighted, enter the first letter of the state until the appropriate state appears.
    8. Zip Code – Zip code in the Insured’s Mailing Address
    9. Address Type – Indicate if this is a domestic or international address.
    10. Verified Address? - Indicate if you have verified this address.
  7. Enter the
    Insurance Carrier
     information.
    1. Carrier – The insurance company writing the policy.
    2. Branch – Select the appropriate Branch Description. This will pre- fill the address of the carrier. This address prints below the name of the Carrier at the top of a notice.
  8. Enter the
    Producer
     information:
    1. Producer Number – The number you have assigned your Producer or Agent. You can select this from a list by selecting the binoculars icon. If you have supervisor rights, you will see the file folder next to the number field. Selecting the file folder allows you to add a new
      Producer
      . Once you select one, the
      Producer
       information is automatically filled.
  9. Continue to the
    Additional Interests
    section.

This article applies to:

  • Product: oden