Policies

In this area you can view information on policies that have synced from your brokerage management system. You can also manually add a policy to CSR24 using the templates your brokerage has created in the Policy Templates area.

To access an insured's policy list:

1. Locate the desired account.

   Click the dropdown arrow next to the Locate button to access a recently opened account. To search for accounts:

   1. Click the Locate button.
   2. Enter the desired Search criteria:
      1. In the Client Lookup or Client Code fields, optionally enter at least one character.
      2. Optionally narrow results by Line of Business, Status, or Type.
   3. Click Find. A list of matching accounts displays below. Click an account to view its detail.
2. Click Policies in the navigation panel.

Add a Policy

1. click Add on the options bar.
2. Select a policy template from the list. If you do not wish to use a template, click Add Blank Policy.
3. Make the appropriate selections from the Brokerage, Branch, Department, Profit Center, Producer, SubProducer, and CSR fields. (The CSR field is required.)
4. Enter the Policy Number.
5. To select A Carrier, click the Change button and choose from the Carrier lookup that displays.
6. Select a line of business from the LOB field. The LOB Description defaults but can be modified if necessary.
7. Enter the policy's Effective Date, Expiration Date, Premium, and PIN.
8. Click Save to add the policy or Cancel to discard changes. For information on adding coverages to a policy, see the instructions under Edit a Policy below. (Note that coverages cannot be added to a blank policy; they can be added only if the policy uses a template.)s

Edit a Policy

1. Locate the desired policy in the list.
   1. Click the Search link to expand the Search frame.
   2. Enter a portion of the Policy Number.
   3. Click Find. To remove a filter that has been applied to the list, click Clear Filter.
2. Click any of the information listed for the policy to open the policy detail.
3. Click Edit.
4. Make any necessary changes to the basic policy information at the top of the screen. See instructions under Add a Policy.
5. To add coverages to the policy:
   1. Click the Add link in the Coverages frame.
   2. Select a Coverage from the dropdown list.
   3. Enter the Display Position for this coverage (determines the order in which the coverage will display to the insured).
   4. Enter the coverage Value (i.e., the limit).
   5. Click Save.
   6. Repeat steps a-e until all coverages are included.
6. To edit or remove a coverage, click the coverage and make any necessary changes. Click Save to apply your changes, close the Edit Coverage popup to discard them, or click Delete to remove the coverage from the policy.
7. Click Save to apply changes made to the policy or Cancel to discard changes.

Delete a Policy

1. Locate the desired policy in the list.
   1. Click the Search link to expand the Search frame.
   2. Enter a portion of the Policy Number.
   3. Click Find. To remove a filter that has been applied to the list, click Clear Filter.
2. Click any of the information listed for the policy to open the policy detail.
3. Click Delete.
4. You are prompted, "Delete this Policy?" Click OK.