Overview:
Also called coverage codes, AL3 Acord lines designate the class, department, and transaction codes of policies created by download, as well as the Acord forms that will be created with downloads.
Before You Begin:
These codes may also be entered as you receive downloads. The system will prompt you to configure any new AL3 Lines as they are received.
From the main Agency Systems menu, select Other -> Download.
Click the Options button.
Select the AL3 tab.
Click the Edit Acord Lines button.
Click the Add button.
In the AL3 Line field, type the coverage code.
In the Name field, type a description.
The Client Type drop-down box controls whether clients created by downloads of this type will by default be Personal, or Commercial.
In the Class and Department fields, enter the respective class and department codes for this coverage type.
The remaining fields designate the transaction codes that will be used with this coverage type.
The suggested defaults are listed in the example case below:
Finally, after filling out all of the fields on the AL3 Line schedule, select the Forms tab to view a checklist of Acord forms that can be automatically created for each download of this coverage type.
Note: For the risk information such as drivers, vehicles, and properties to show on the clients basic tab you will need to create a form to populate this information. For the example above you would want to select the ACORD 80 (Homeowner’s Application) to bring in the property information.