Coverage Snapshot

Use this function to view all of the policies for a selected client as of a specific date and generate a report for a specific policy or line of business. You can use this tool for the following lines of business:

• Business Auto
• General Liability
• Homeowners
• Personal Auto

This feature can be accessed from the following areas:

• Activities
• Attachments
• Binders
• Certificates
• Evidences
• Policies
• Transactions

1. Access the Accounts area and locate the client in question .
   1. To access Accounts from the Home screen, do one of the following:
   2. • Click Accounts on the navigation panel.
      • Click Areas > Accounts on the menubar.
      • Click the down arrow next to Home on the options bar and select Accounts.
      • Click Locate on the options bar.

   To access Accounts from another area of the program, do one of the following:

   •  

     Click Home > Accounts on the menubar.

   •  

     Click the down arrow next to Home on the options bar and select Accounts.

   •  

     Click Locate on the options bar.

   2. Select Client in the Locate Account dropdown menu of the Account Locate screen.
   3. In the Locate by dropdown menu, select the appropriate option.
   4. Select the suitable checkbox or checkboxes to the right.
      • Insureds
      • Prospects
      • Active
      • Inactive
   5. Enter the first few letters of the name, policy number, phone number, etc. (depending on your Locate by selection) and click Locate or press [Enter].
      
      Note: Location by phone number searches all phone numbers associated with client and contact accounts (e.g., residential, mobile, fax).
   6. The Results list displays all of the accounts that match the criteria you entered. Click on a column heading to sort the list by that category. For example, click the Last Name column heading to sort by last name in ascending order. To sort in descending order, click the Last Name column heading again.
2. Highlight the desired client in the Results list.
3. To access this feature, do one of the following:
   
   • Click On Demand > Coverage Snapshot on the options bar.
   • Click On Demand > Coverage Snapshot on the menubar.
   • Press [F8].
4. In the Coverage Snapshot window, change the policies that display in the list if necessary.
   1. Click the word "Policies" in the view filter.

    

   A list of choices displays:

   1. • All Except Marketed
      • Current/Renewed
        
        Note: Lapsed and cancelled policies display here for the number of days beyond their expiry or cancellation dates defined in System Settings.
      • Expired/History

   2. Click on the appropriate selection.

5. The current system date defaults in the Coverages effective as of field, but you can change this date if necessary.
6. Click on the line in the list to select it.
7. To print a coverage snapshot report for a specific line, select a Printer in the dropdown menu. To change your standard printer settings, click the Change Printer Settings link label to open the Print window.

Click Finish or press [Enter] to print the report.

Click Cancel or press [Esc] to close the screen without printing the change request. You are prompted: "Do you wish to cancel printing?" Click Yes.

Click Preview to preview the document before printing it.