Premium Finance Interface

Use Premium Finance Interface to send policy information by account. This allows you to send information from multiple policies and carriers to obtain financing information.

1. Locate the account in question.
   1. To access Accounts from the Home screen, do one of the following:

   1. • 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 (available only if Clients is selected in the Locate Account field)
      • Prospects (available only if Clients is selected in the Locate Account field)
      • Active
      • Inactive
   5. Enter the first few letters of the name, policy number, 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.
2. Click the Real-Time button on the options bar. The Real-Time Interface screen displays.
3. The Policy radio button is selected by default.
4. Select Premium Finance in the dropdown menu.
5. Change the policies and/or columns that display in the list if necessary.
   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 reorder the columns, click on a column and then click the up arrow or down arrow to change its position.
   4. Click OK or press [Enter] to save your changes.
      
      Click Cancel to close the window without saving your changes.
   1. Click the word Policies in the view filter.

   

   A list of choices displays:

   • All Except Marketed
   • Current/Renewed
   • Expired/History
   • Marketed
   • Marketed (History)

   2. Click on the appropriate selection.

   To narrow the list of policies, use the search bar above the list to specify the policies or claims that you want to see.

   

   These are the choices in the first dropdown menu:

   • Policy Number
   • Policy Description
   • Line Description
   • Line Type
   • Policy Effective
   • Policy Expiration
   • ICO
   • Category
   • Option
   • Type of Business

   The choices available in the second dropdown menu vary, depending on the selection you made in the first dropdown.

   • Equals: Enter the search criterion (e.g., the full description or folder name) in the field to the right, or select the correct date from the dropdown calendar (if applicable). Click Find.
   • Contains: Enter at least one character of the search criterion (e.g., part of the description or claim number) in the field to the right. Click Find.
   • Within Range: Search between two calendar dates. Click the down arrow to the right of each field to choose dates from the dropdown calendars. Click Find.

   To see the filter that is currently applied to the list, hover over the Search where text.

   You can apply multiple filters if necessary.

   1. To apply multiple filters to the list, do one of the following:
   • Click the Edit Filter button . 
   • Press [Ctrl] + E.
   2. The Edit Filter pop-up window displays.
      
      Note: You can also use the Edit Filter button, rather than the search bar, to apply a single filter to the list if you prefer.

   

   3. Select and/or enter your desired search criteria using the dropdown menus and fields, and then click the Add button. The Name, Compare Type, and Criteria for your filter display in the list. Click one of these column headings to sort the list by that column. To reverse the sort order, click the column heading again.
   4. To apply additional filters, enter additional search criteria and continue clicking Add. To remove a filter from the list, select it and click the Delete button.
   5. Click Finish when you have applied all of your desired filters.
      
      To exit the dialog without applying any filters, click Cancel.
6. Click on the appropriate policy/line in the list. To select multiple policies, press [Ctrl] on your keyboard as you click on the desired policies.
7. The Available Carriers display in the list above. Click Go.
8. If the carrier requires you to give additional information, you are taken to their website to fill in an online form.
9. When you receive a response (it takes a few moments to process the request), click on a company in the list to view the pertinent information:
    
   • Coverage/Premiums

     This tab shows the premium breakdown for the selected item.

   • Comments

     Notes from the selected company display on this tab.

   • Additional Info

     This tab is blank unless errors occurred during the transaction or the company sent special information.

   • Attachments

     The Attachments tab lists the documents or additional forms that have come back. Click a link in this list to retrieve the document.

     If a window displays to inform you that you are about to download a document from the company website, click Yes to continue.

   • Status

     The Status tab lists the steps the system just took and lets you know what happened.

10. Click Finish.