Summary of Insurance

This function allows you to run a Summary of Insurance report with as little user interaction as possible.

1. Locate the account in question and access the Policies area.
   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.

   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. In the Locate account dropdown menu, select Client.
   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, 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).
   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.
   7. Highlight the desired item in the Results list.
   8. Click Policies on the navigation panel or Areas > Policies on the menubar.
      
      Note: You can access policies from the Account Detail screen in the same manner.

2. Do one of the following:

   • Click On Demand > Summary of Insurance on the options bar.
   • Click On Demand > Summary of Insurance on the menubar.

Note: You can access Summary of Insurance in the same manner from the Policies area.

3. The Summary of Insurance window displays. Enter a Coverages effective as of date, or click the down arrow to choose a date from the dropdown calendar.
4. Make a selection in the Page break dropdown menu:
   • Do not page break
   • Line of business
5. If the field is enabled in System Settings, optionally check Apply header(s) and footer(s) from the first template to all others. This means that the header and footer in the first document listed will be used for all documents in the summary.
6. The Policies list shows all of the lines to be included in the summary.
   
   To add a line, click the Add button to the left of the list, or press [Insert] on your keyboard with focus on the list. In the Available Lines window, select the checkbox next to each line you wish to add and click Finish.
   
   Note: Select the Include History checkbox if applicable.
   
   To remove a line from the list, click on the line and then click the Delete button or press [Delete] on your keyboard.
   
   Note: Use the up arrow or down arrow to move an item up or down in the list.
7. Optionally make a new selection in the Change line template dropdown menu.
   
   Note: See Summary/Proposal Template Configuration for instructions on adding summary of insurance/proposal templates to the system.
8. If more than one Language is set up for the template selected, the Language dropdown menu is enabled. Select a different Language if desired.
9. A list of available cover pages displays in the Cover Page(s) list. These documents print before the summary of insurance prints, in the Language selected in the dropdown menu. The Language for the Primary contact on the account defaults, but you can change it if necessary.
   
   To change the order in which the cover pages print, move items up or down in the list using the up arrow or down arrow .
   
   To remove a cover page from the list, click on the cover page and then click the Delete button or press [Delete] on your keyboard.
10. Click Finish to print the report. Enter a Description of the summary of insurance and optionally select a Folder and Sub-folders. Change the Received date and Access level if applicable. Optionally enter Comments. Click Finish. You are prompted, "Do you wish to save this document as an attachment?"  Click Yes or No.
    
    Click Preview to see an on-screen copy of the Summary of Insurance report before printing.
    
    Click Cancel to close the window without creating a summary of insurance.

    The Print Preview screen displays.

     

    Click Page Setup to specify the print parameters or to change the printer to which the comparison should be sent. Fill this window in as you would for any other document.
    
    Change the Zoom percentage to change the size of the document on the screen for easier viewing.
    
    Click the Single Page View , Double Page View , and Multiple Page View buttons to specify the number of pages that should display on the screen.
    
    Use the First Page, Previous Page, Next Page, and Last Page buttons to scroll through the pages on the screen, or enter the desired page number in the field provided and press [Enter].
    
    Click the Print button to print the comparison. Your Print window displays. Print this as you would any other document.
    
    Click Close to close the comparison without printing it.