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This article applies to:

  • Product: oden

Group Options - Notice Defaults

Use this section of Group Options to determine defaults for notices for the group.
  1. Check this option
    Underwriter Required
     so that a notice will not be generated unless an underwriter name is selected.
  2. Select
    Auto-Select Underwriter
     if you want to allow the Users name, if the User is also entered as an Underwriter, to automatically default.
  3. Toggle
    Notice Counter
     On or Off – This applies to ODEN clients who have USB dongles and pay by the notice. Click
    Replace Dongle
     button when the USB dongle has been replaced.
  4. Select the option for
    Default Text Action for Reason Description
     that applies to this group. This controls how wording is changed or added to the
    Reason Description
    .
    1. No default
       – Text will overwrite anything previously entered.
    2. Overwrite text in Reason box with selected text
       - Text will overwrite anything previously entered.
    3. Append selected text to text in Reason box
       – Text will be added at the end of previously entered text.
  5. Select the
    Two Percent Rule Checking
     from the drop-down list. This option determines if Policy Terminator is to track cancellation and nonrenwals in those states with the 2% rule.
    1. Disable
       – Disables the feature.
    2. Loose
       – Policy Terminator will alert the user that they have exceeded the number of notices but will allow the notice to be generated.
    3. Strict
       - Policy Terminator will alert the user that they have exceeded the number of notices and notices will not be generated.
  6. Select
    Allow Selecting Max Advance Days
     if you want Policy Terminator to default the greater of the company advance days notice or the advance days notice pre-filled by ODEN.
  7. Select
    Allow Selecting Max Mail Lead Days
     if you want Policy Terminator to default the greater of the company mail lead days notice or the mail lead days notice pre-filled by ODEN.
  8. Select
    Show Previous Cancellation Warning Message
     if you want to warn the user that a previous cancellation or reinstatement notice has been issued.
  9. Enter the
    State Rules and Regulations URL
     (Authentication Server Only) If applicable. The URL address is the direct access URL to the ODEN State Rules and Regulations from the Policy Terminator. Contact your IT Department for more information.
  10. Select
    Delete Task Files after
     from the drop-down list. Set this to determine how long you want temporary task files to be available in the program.
  11. Select
    Show Search on Policy Locate Page
     if you want the user to have
    Policy Number
     search and
    Named Insured
     search on the
    Policy Locate
     screen.
  12. Continue to the next section
    Security Defaults
    .