Auto ID Templates

In order to issue an Auto ID for an insured, you must first create an Auto ID template. Only one policy can be assigned and used to issue Auto IDs for the vehicles covered on that policy. Insureds also can have numerous templates with any number of vehicles that are on the policy.

Once an Auto ID template has been used to issue an Auto ID, it cannot be deleted. If the template should not be used anymore, the best practice is to edit the template to change the template Expiration Date to the current date.

To preview any of the templates listed, click the listed template. If no templates exist, a default template is created and you are brought directly into the Auto ID Template screen to begin entering the template information.

Add an Auto ID Template

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 Name or Client Code field, 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. In the navigation panel, click Proofs > Issue Auto ID Card.
3. Click the Add button on the options bar.
4. In the Details section, enter the Description, Vehicle Code Label, and Expiration Date.
5. Select the policy from the Add Policy dropdown menu in the Policy section.
6. Fill out the Claim Reporting, Excluded Drivers, Insured, and Producer sections as necessary.
7. In the Insured section, select or deselect the Allow Override from Vehicle checkbox based on the standards set by your organization:
• If the template answer should always be used as the Insured Name on the auto IDs generated against that template, the Insured Name shows as read-only.
• If a vehicle answer for Insured Name can be used and if one is present, select the Allow Override from Vehicle checkbox to enable the fields to be editable with the vehicle answer shown.
• >If an override is allowed but the vehicle has no answer, the template answer is used and the vehicle record for Insured Name is not altered.

5. Enter any necessary information in the Producer section.
6. In the State Specific Details section, select the options to be used for this template if applicable.
7. Click Save to add the template or Cancel to discard it.

Edit an Auto ID Template

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 Name or Client Code field, 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 the line of the template you want to open for editing.
3. Make any necessary modifications to the template. Update any of the Claim Reporting, Excluded Drivers, Insured, Producer, and State Specific Details sections as necessary.
4. Click Save to apply your changes or Cancel to discard them.