Copy Policy

1. To access Accounts from the Home screen, do one of the following:
• 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.
2. 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.
3. In the Locate account dropdown menu, select Client.
4. Select a Locate by option from the dropdown menu.
   
   You can access policy detail directly from the Account Locate screen by selecting the Line ID, Policy #, or Vehicle Registration Number option and double clicking on an item in your search results..
5. Select the suitable checkbox or checkboxes to the right:
• Insureds
• Prospects
• Active
• Inactive
6. Enter the first few letters of the name, lookup code, phone number, etc. (depending on the selection in the Locate by dropdown menu) and press [Enter] or click Locate.
   
   Note: Location by phone number searches all phone numbers associated with client and contact accounts (e.g., residential, mobile, fax).
7. 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.
8. Highlight the desired item in the Results list.
9. Click Policies on the navigation panel, or click Areas > Policies on the menubar.

Note: You can access policies from the Account Detail screen in the same manner.

1. Click the word Policies in the view filter.
   
   
   
   A list of choices displays:
• 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
• Marketed
• Marketed (History)
2. Click on the appropriate selection.
   
   Use the search bar to display policies that meet specific criteria. Apply a single filter (using the search fields) or multiple filters (using the Edit Filter button ) to narrow the list of policies.

   Selecting multiple criteria performs an "and" search (for example, policies with a specific Type of Business and a specific Policy Effective date). Making multiple selections for the same criterion performs an "or" search for that criterion (for example, policies with either of two Types of Business). You can make up to eight selections for the Type of Business criterion and up to 10 for the Line Type criterion.

   

   1. Click the Edit Filter button .
   2. The Edit Filter pop-up window displays. Click the Add button  to add filters.
   3. Select and/or enter search criteria using the dropdown menus and fields. Click the Add button again to apply additional filters. Enter additional search criteria.
      
      Click the Delete button to remove a filter from the list.
   4. Click Finish when you have applied all of your desired filters.
      
      Hover over the Search where text to see the filter that is currently applied to the list.

   

   To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

   

   1. Make a selection in the first dropdown menu.
   2. The choices available in the second dropdown menu vary, depending on your selection in the first dropdown menu:
   • Equals: Enter the search criterion (e.g., the full description) in the field to the right, or select a date from the dropdown calendar (if applicable).
   • Contains: Enter at least one character of the search criterion (e.g., part of the description) in the field to the right.
   • Within Range: Search between two calendar dates. Click the down arrow to the right of each field to choose dates from the dropdown calendars.

   3. Click Find to apply the filter. Hover over the Search where text to see the filter that is currently applied to the list.
      
      To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

To save your currently applied filters as a default for the selected client or all clients, create Filter Defaults. Filter defaults are unavailable for the Marketed and Marketed (History) lists and for Policies lists opened from the Access menu (as Access > Policies already provides a filtered view).

Your filter defaults are unique to your user code and will not affect other users’ saved defaults.

1. Click the Select Columns link label on the right side of the header bar.
2. The Select Columns window displays. Select the checkbox next to each column that should be included in the list. Deselect the checkbox next to each column that should be removed from the list.
3. Columns display in the order in which they are listed. To move a column up or down in the list, click the appropriate column, and then click the up arrow or down arrow to change the order.
4. Click OK or press [Enter] to save your changes.
   
   Click Cancel to close the window without saving your changes.