Add and Attach a Proposal

Important! When closing Home Base, Applied TAM verifies that all temporary files are deleted and all attachments are closed. If any attachments are open, the Open Attachments window displays listing the attachment files that are open. In order to exit Applied TAM, all attachments must be closed. See the Introduction to TAM article for more information.

1. At Home Base, click Clients & Files.
2. Select the entity type from the dropdown menu.
3. Select the entity in the list.
4. Click the Attachment List button.
5. Click the Add button below the button bar and select Letters > Proposal.
6. Click the desired Proposal Setup to fill the Documents list with all related documents.
7. Click the desired Documents to include with the proposal. You can click and select multiple documents. You can also click Select All or Select None.
8. Under Associations, select the policy(ies) on which to run the proposal.
9. Select the type of application (Current or Future).
10. Select Include options:
    • Blank Application Sections: Generate a document for each section of the application, even if the client does not require that section.
    • Multiple occurrences of Applications: Select to include in the proposal information from all applications of the same type (for example, Commercial Auto) for the policy(ies) selected. If this option is NOT selected and the same type of application is attached to two different policies for the same customer, only information from the first occurrence of that type of application will be included in the proposal.
11. Double click the Attachment Category field to select the category from a list.
    1. To add a new category from this screen, click Add.
    2. The Adding Attachment Category screen displays. Enter a new code and click OK.
12. When you finish entering information on the Proposals screen, click OK.
13. A warning screen appears. Read the warning, and then click Yes to merge the document. The data merges and the proposal opens in Word.
14. You may edit the proposal if desired. When you are finished reviewing the document, from the Applied menu, select Save & Exit.
15. On the Save Document window, fill out the following fields and click OK.
    1. Description of Document: To change the default, click the ellipsis button and select from a list of available options.
       1. To add a new attachment description from this screen, click Add.
       2. The Adding Attachment Description screen displays. Enter a new code and description and click OK.
    2. Queue for Close-Day: Check this box if you would like the proposal to print at the end of the day.
    3. Attach to Policy: If applicable, check this box and double click the field to select a policy.
       Note: Policies that display in red are expired.
    4. Category and Subcategory: Double click these fields to make the appropriate selection.
       1. To add a new category/subcategory from this screen, click Add.
       2. The Adding Attachment Category/Subcategory screen displays. Enter a new code and click OK.
16. If you selected to add an activity in the previous step, the Activity Category window appears. Select the Activity Category and policy to attach it to (if applicable).
    
    The proposal is saved and attached to the selected client.