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This article applies to:

  • Product: oden

Adding a Custom Reason

Use this screen to add the address of the issuing office or the office the insured would contact for more information.
  1. On the
    Main Menu
    , select
    Utilities > Data Setup
    .
  2. Select either
    Personal
     or
    Commercial Lines Data Setup
    .
  3. Select
    Custom Reason
  4. Select
    Add New
  5. Enter the
    Text Name
    . An identifying code for this specific custom reason.
  6. Select the
    Base Policy Type
     from the drop-down list.
  7. Select the
    Policy Print Title
     from the drop-down list.
  8. Select the
    State
     that applies from the drop-down list.
  9. Select the
    User Type
     from the drop-down list.
  10. Enter the
    Text
     for the Custom Reason. The standard wording you wish to pre- fill in the reason of the notice.
  11. Select
    Clear
     to start over with the text.
  12. Select
    Spell Check
     to check the spelling of the wording in the text box.
  13. Select
    Data Tags
     for formatting the text.
  14. Available as
    Free Form
     text – Yes or No – Allows this text to be used when producing a Free Form Notice.
  15. Available as
    Reinstatement
     text – Yes or No – Allows this text to be used when producing a Reinstatement Notice.
  16. Available as
    Termination
     text – Yes or No – Allows this text to be used when producing a notice of cancellation, nonrenewal, conditional renewal.
  17. Select
    Save/Return