The Library area allows you to store Descriptions of Operations as well as any other library options configured for your organization (such as group codes) that will be available for quick selection when creating certificate templates or Vehicle Liability Card templates, or issuing certificates or Vehicle Liability Cards. These items can be made available to the agency only, to insureds only, to the agency and to insureds, or to select insureds.
In order to access this area, you must have View rights for Brokerage in the Level Setup section in CSR Detail or Producer Detail. To use this feature, you must have Add, Edit, and/or Delete rights.
To access this area:
If you have library data saved in an external file and would like to import it into CSR24, use the import feature to add its contents to your library. You can use this workflow to update existing records or add new records.
The file must be saved as an Excel spreadsheet or a tab delimited text file, and it must contain the following columns, in this exact order.
Column Name | Column Format | Explanation of Column |
LibraryKey | Number | Key
of the record to update. This applies only if this row of the
spreadsheet is updating an existing Description of Operations
or Group Code. If this column is left blank, a new record is added.
The LibraryKey is generated by CSR24. In order to see the LibraryKey for an item, you will need to export it using the instructions below. |
TextType | Number | Indicates the type of record. 1 = Description of Operations, 100 = Group Code, 200 = Vehicle Type, 300 = Vehicle Use Code, 400 = Vehicle Valuation Type, 500 = Collision Deductibles, 600 = Comprehensive Deductibles. |
BrokerageUse | Yes/No | If Yes, the Brokerage Use checkbox is selected. |
ClientUse | Yes/No | If Yes, the Client Use checkbox is selected. |
AllInsureds | Yes/No | If Yes, the All Insureds checkbox is selected. |
BrokerageCode | Text (50 character limit) | Code of the Insured who can access this record (if AllInsureds = No). If this record should be available for multiple insureds, enter a separate row in the spreadsheet for each insured. You cannot enter more than one insured for the same row. |
DateOff | Date | Date the record should be inactivated. |
(Group Codes only) Code | Text (50 character limit) | Code for a Group Code. |
Description | Text (50 character limit) | Description for a Group Code or Description of Operations. |
(Descriptions of Operations only) Text | Text (unlimited characters) | Text for a Description of Operations. |
You have the option of downloading an import template that you can fill out. (See instructions below.)
To import data into your library:
You can export the contents of your library as an Excel spreadsheet. This might be helpful, for example, if you need to make modifications to a number of records. Rather than accessing the detail for each record, you can export your library, make the changes in Excel, and then import your updated library using the instructions above.