Create a Summary of Insurance

1. At Home Base, click Clients & Files.
2. From the dropdown menu above the list, select Customers.
3. Highlight the desired customer in the list and click Options > Summary of Insurance.
4. The Summary of Insurance screen displays. To determine which policies are included on the summary, select All Policies or Selected Policies in the Search frame, then select Current or Future in the Policy Type frame. If you chose Selected Policies, use the arrow keys to move policies from the All Policies list to the Selected Policies list.
5. In the Output frame, determine whether you would like to Preview the summary of insurance, send it directly to the Printer, or File the summary as a Microsoft Word document.
6. Use the Summary Setup frame to determine which fields will be included on the summary of insurance. Certain fields, such as policy number, issuing company, effective date, and expiration date, will display automatically, but other fields are optional.
   1. Click Personal or Commercial, depending on the lines of business that are included in this summary.
   2. Make the desired setup selections for each application type. (Click here for a list of the options available for Personal and Commercial lines of business.) Click Select All to add all listed information in the summary.
      Note: Clicking Select All on Summary Setup - Commercial (Page 1) will not select any of the options on Summary Setup - Commercial (Page 2). You will need to click Next to navigate to the second page and then click Select All again.
   3. Click OK to save your changes or click Cancel to discard changes and return to the Summary of Insurance screen.
      
      Note: If a policy type uses a custom dec page, you cannot alter its summary of insurance from this screen. The summary setup for a custom application must be defined in Utility Manager before the policy is issued to a client. See Define Summary of Insurance.
7. Make the appropriate selections in the Output Options frame:
   • Include Premiums: Displays the premium amount in the Premiums column.
   • Include Premiums for Sub-Sections: Displays the premium amount for each section of a package policy in the Premiums column.
   • Include Notepads: Prints Notepads added in application detail.
   • Include Remarks: Prints Remarks entered on application detail.
   • Print Sections on Separate Pages: Inserts a page break after the detail for each application.
   • Print Agency or Branch Info?: Includes the name, address, and phone number of the agency or branch at the top of the summary.
   • • If you check this option, select A to print agency information or B to print branch information.
   • Include Agency Defined Message?
   • • If you check this option, select R to include the message only once, at the end of the summary, or P to print the message at the bottom of each page.
     • Enter the message at the bottom of the Output Options frame.
8. Ensure that the Selected Printer/Port is correct. To select a different printer or to define the print range and number of copies, click the Print Setup button.
9. When you have completed the Summary of Insurance screen, click OK to create the summary.
   • If you selected Preview in step 5, the summary opens the Preview window. Use the buttons at the top of the screen to adjust your view and to Print, Email, Save to PDF, Open with Adobe Acrobat, or Exit.
   • If you selected Print in step 5, the summary is sent directly to the specified printer.
   • If you selected File in step 5, the Save Document window displays.
   • 1. Summary of Insurance defaults as the attachment Description. To select a different description, click the ellipsis button.
     2. Check Queue for Closeday if you wish to print the summary through the Closeday procedure.
     3. To attach the file to a policy, check Attach to Policy, select the appropriate policy in the list that displays, and click OK.
     4. To attach the file to a claim, check Attach to Claim, select the appropriate claim in the list that displays, and click OK.
     5. Double click in the Category field to select an attachment category. Select an existing category and click OK, or click Add to assign a new category.
     6. Double click in the Subcategory field to select an attachment subcategory, if desired. Select an existing subcategory and click OK, or click Add to assign a new subcategory.
     7. Click OK to create the document.