Binder Configuration

This feature allows you to set up binder expiration dates and additional interest defaults.

1. From the Home screen, do one of the following:
   
   • Click Configure on the navigation panel.
   • Click the down arrow next to Home on the menubar and select Configure.
   • Click Areas > Configure on the menubar.

   From any other area of the program, do one of the following:
   

   • Click the down arrow to the right of the Home options bar button and select Configure.
   • Click Home > Configure on the menubar. The Configure screen displays.
2. Click Proofs on the navigation panel or Areas > Proofs on the menubar.
3. Click Binders on the navigation panel.
4. Optionally select the Do not allow ACORD binder limits to be increased above policy limits checkbox in the Detail section.
5. Select the appropriate checkbox(es) in the Print/Issue section:
   
   • Automatically include supplemental forms and overflows- If this is not selected, servicing personnel will need to manually add any supplemental forms/overflows that should print.
   • Allow servicing personnel to override this setting when printing/issuing- This checkbox has effect only if Automatically include supplemental forms and overflows is also selected. It enables servicing personnel to deselect any supplements/overflows that should not print.
6. If applicable, select the Distribute copies to issuing companies checkbox.
7. In the Expiration Date section, select the Policy effective date plus or Policy expiration date plus radio button.
8. Enter the number of days to add to the effective/expiration date in the field provided. This field is required.
9. Make the appropriate selection(s) in the Additional Interests section, determining whether the additional interests from the application detail for each policy type should default onto the binder.
   
   • Default additional interests for personal lines
   • Default additional interests for commercial lines
   • Default additional interests for agriculture lines
10. Optionally click the Display binder reviewed checkbox. This generates a Review Binder activity when each binder is added, which can be set in review to the user responsible for reviewing binders. Once the binder has been reviewed, the Binder reviewed checkbox in binder detail should be selected (this checkbox displays only if this setting has been turned on).