Document Centre

The Document Centre allows you to distribute multiple files that are generated or attached to a client in Applied Rating Services from one location. You can distribute by emailing quote-related files to clients, printing files to your local printer, saving files to PDF, and sending documents to clients to obtain their electronic signature using an integrated eSignature service (a DocuSign, Formstack Sign, or Citrix RightSignature account is required to use this functionality).

For specific information and workflows pertaining to a specific distribution method, see the appropriate article: Printing From Document Centre, Emailing, and Send Documents Using the Integrated eSignature Service.

The Document Centre displays whenever you select or click any print option or Print button . The type of documents available in the Document Centre depends on the type of quote selected. The following document categories are available to be printed in the Document Centre where applicable:

Quote Information

Documents that pertain to the quote are included in quote information; they are listed below:

• Underwriting
• Premium Summary (Consumer Friendly option available)
• Carrier Detail (Consumer Friendly option available)
• Glossary of Terms
• Carrier Comparison (only available from the Premium Summary screen and the Carrier Detail screen)

Applications

The documents that are available to be distributed here pertain to the CSIO application; they are listed below:

• Application
• Pre-Authorized Payment Form

If you have quote modifications on the quote, you can distribute the original and/or modified Application(s) and Pre-Authorized Payment Form(s).

Liability Slips

Liability slips contain the liability slip information of Copies per Vehicle, Expiry Date, and the Effective Time.

• The Copies per Vehicle amount defaults to 1. Click the arrow up and arrow down buttons  to adjust the number of copies.  
• 30 days is the default for Expiry Date. Click the arrow up and arrow down buttons  to adjust the number of days.
  
  Note: The minimum is one day and maximum is 30 days for the Expiry Date.
• 12:01 AM is the default for the Effective Time. To change the hour and/or minutes, click in the field and enter the desired hour and minutes. If needed, click the dropdown to change the time from AM to PM.

The Insurance Company information defaults to what was entered under Utilities > Configure > Workflow Definitions > Liability Slip. The company information can be revised if needed.

Notes / Memos

Quote Notes

Notes that were added to this quote are shown in the list and can be distributed. To distribute these notes, select the checkbox(es) next to each note, or check the Select All checkbox to print all of them.

Note: Select the Print Individually checkbox to print each note individually

The number of notes that are checked to be distributed out of the total number of notes listed displays on the tab.

Client Memos

Memos added to the selected client display in the list. To distribute memos, select the checkbox next to the desired memo(s) or check the Select All checkbox to distribute all of them.

Note: Select the Print Individually checkbox to print each memo individually.

The number of memos that are checked to be distributed out of the total number of memos listed displays on the tab.

Pre-Qualifications

Pre-Qualification questions assigned to the quote can be distributed.

Client Attachments

Attachments that were added to the selected client are shown in the list and can be viewed; they cannot be printed from the Document Centre. To view attachments, select the checkbox next to the desired attachment(s) or check the Select All checkbox to view all of them.

Emails

Emails that have been sent to the client display in the list and can be distributed. To distribute emails, select the checkbox(es) next to each email, or check the Select All checkbox to distribute all of them.

Note: Select the Preview checkbox to preview the contents of the selected email.

Pro Rata / Short Rate

Distribute the Pro Rata/Short Rate calculations by clicking the Print button on the Pro Rata/Short Rate screen. Determine which calculations to distribute by selecting Pro Rata, Short Rate, or Combined and chose to Include client information or not.

CGI Reports

MVR / Autoplus reports for the driver are shown in the list and can be distributed.

If there is an existing MVR and/or AutoPlus for the driver, the ordered date and a checkbox will display.

To save the MVR or Autoplus report to HTML, click the Save to HTML link.

If an MVR and/or Autoplus report does not exist for the driver, N/A displays next to it.

AB Buy Up Options Report (Ontario Only)

The AB Buy Up Option Report displays SABs (Statutory Accident Benefits) reports. To distribute a report, select the checkbox next to the desired report.

The following reports are available to distribute:

• Blank Report: Distributes a complete list of all AB coverages and allows it to be filled in later.
• Completed Report: Distributes a complete list of all the AB coverage and includes the limits and premiums based on the selection from the Coverages > AB Buy-Ups screen in Applied AutoRater.

Authorization Form (Québec only)

The Authorization form can be distributed from here.