Policy Templates

The Policy Templates area allows you to create templates that will be used to record policy detail if you are not importing data from an agency management system. If you are importing policy data from an agency management system, you do not need to enter anything here.

In order to access this area, you must have View rights for Agency 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:

• From insured detail, click Home > System Admin > Policy Templates.
• From any other area of the program, click Home > System Admin > Policy Templates on the options bar or click System Admin > Policy Templates on the navigation panel.

Add a Policy Template

1. Click the Add button.
2. Enter a Description for this template.
3. If this template is to be used only for a certain carrier, click the Change button next to Carrier.
   1. A list of carriers installed in your CSR24 system displays. To determine which carriers are listed and the order in which they display, select an Order by option of Your Carrier List or NAIC Master List and click search. You also can narrow the list by typing a portion of the carrier name in the Carrier field or a portion of the NAIC number in the NAIC field and clicking Find.
   2. Click the appropriate carrier.
4. Select a line of business from the LOB dropdown.
5. Click Add Line.
6. The Coverages list is enabled. Do one of the following:
   • Select a coverage Description.
   • 1. A coverage list displays. You can narrow the list by entering a portion of the coverage Code or Description into the appropriate field in the Search frame and clicking Search. 
     2. Click a coverage to select it.
   • Click the New button to the right of the Description dropdown.
     1. Enter a Code and Description.
     2. Click a coverage in the list or click Add New Code. To narrow the coverages that display, enter part of the Code or Description and click Find.
     3. If you clicked Add New Code, enter a Coverage Code on the Add New Code window.
     4. Enter a SubCode if applicable.
     5. Enter a Description.
     6. Click Add.
7. Enter an Answer (for example, Y or N or a coverage amount). This will default when adding a policy for an insured but can be overridden.
8. To enter another coverage, click the Add Line button on the options bar and repeat the previous steps. You can delete a previously added coverage by clicking the Remove link to the right of the Answer field.
9. Click Save to add the policy template.

Edit a Policy Template

1. Locate the appropriate policy template.
   1. Click the Search link to expand the search frame.
   2. Enter a portion of the template's Description or filter by LOB (line of business).
   3. Click Find. To return the list to the default view of all policy templates, click Clear Filter.
2. Click the template to open its detail.
3. Click Edit.
4. Make any necessary changes to the basic information or the Coverages list. See the instructions above under Add a Policy Template for more information.
5. Click Save to apply your changes or Cancel to discard them.

Delete a Policy Template

1. Locate the appropriate policy template.
2. Click the template to open its detail.
3. Click Delete.
4. You are prompted: “Are you sure you want to delete?” Click OK.