Add a Current Customer Application

You must add a customer policy before you can add an application.

Use the following steps to add a current ACORD application.

  1. At Home Base, click Clients & Files.
  2. From the dropdown menu above the list, select Customers.
  3. Select the desired customer from the list.
  4. Click the Policy List button to access the Policy List.
  5. In the Policy List, select the policy associated with the application you want to add.
    Note: Policies that display in red are expired.
  6. Click Options and then click Current App.
  7. Click Yes to confirm that this is a new application. The new ACORD application displays.

  8. Each application has screens that must be completed, and these tabs vary, depending on the type of application. Click the tabs at the bottom of the application window to move to different application screens.

    Fill in each applicable field with the correct information. Use dropdown menus, dropdown calendars, radio buttons, and checkboxes as necessary.

    On some tabs (Premises, Vehicles, Liability, etc.), the Add button is enabled, allowing you to add additional items to the tab. Enter information for the first item, click Add, and enter information for the next item.

    Note:  To scroll through items in a tab's list, use the Back and Next buttons.

  9. When you are finished, click File > Save to save the application with your changes.

Each application has screens that must be completed, and these tabs vary, depending on the type of application. Click the tabs at the bottom of the application window to move to different application screens. (For information specific to Benefits policies, see Benefits Applications.)

 

Fill in each applicable field with the correct information. Use dropdown menus, dropdown calendars, radio buttons, and checkboxes as necessary.

 

On some tabs (Premises, Vehicles, Liability, etc.), the Add button is enabled, allowing you to add additional items to the tab. Enter information for the first item, click Add, and enter information for the next item.

 

Note: To scroll through items in a tab's list, use the Back and Next buttons.

 

When you are finished, click File > Save to save the application with your changes.