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Overview:When completing the ACORD Form 127 Business Auto Section and there are more drivers and/or vehicles than the forms allows, the following procedure is recommended for generating all necessary documents including the ACORD 129 and 163. Process: Load the client on one of the four Client Tabs. Left Click the…
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Overview: The ACORD 140 is designed to allow two properties per form. Agency Systems has enhanced the 140 creation to allow the user to easily create the additional pages for additional properties. The steps listed below outline the process. Before You Begin: A Policy or a Submission must exist…
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Overview: The following procedure provides instructions for adding a holder to an existing ACORD 25 Certificate in a Retail Agency database. This document shows basic Certificate processing. Since Certificate Holder requirements are unique, please feel free to contact support for further assistance. Video Tutorial: Create Certificate, Add Holders, and Print…
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Overview: The following procedure provides instructions for creating an ACORD 25 Certificate in a Retail Agency database. This document shows basic Certificate processing. Since Certificate Holder requirements are unique, please feel free to contact support for further assistance. Video Tutorial: Create Certificate, Add Holders, and Print Play Video Training:…
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Overview:To store specific wording under Description of Operations on ACORD 25 either of the options documented below will keep the operator from having to enter that wording each time. Video Tutorial: Create Certificate, Add Holders, and Print Play Video Training: Certificates Overview Play Video Process:Description specific to the…
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Overview: The procedure below is used to mark an Additional Insured for a specified holder on an ACORD 25 Certificate of Liability Insurance. Marking a holder as an additional insured will place an X in the appropriate column when printed or emailed. Video Tutorial: Create Certificate, Add Holders, and Print…
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Overview: You can have several hundred holders attached to a certificate, but it is common to only need to print one at a time. This document explains how to print a certificate for certain Certificate Holders. The main print button prints a form for all Certificate Holders. Video Tutorial: Create…
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Overview: This procedure outlines how to create an ACORD 27 /28 Evidence of Property form to provide requested policy information for additional interests. Before You Begin: To create an Evidence of Property, a policy will need to exist on the Client. These procedures provide the most efficient way to enter…
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Additional Interest Setup – Master List Overview:Your additional interest database is a master list of everyone that will need paperwork about your policies other than the insured and company. This is a master list, so that you can enter "GMAC" once, and not once for each of the thousand vehicles…
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Overview: Agency Systems offers the ability to attach a signature to an Acord form. Prior to attaching the signature to a form your signature must be scanned in by Agency Systems support staff and sent back to you electronically. Process: Setting up the Producer: See: Attaching a Signature…
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Overview:Agency Systems offers the capability to change the font family and size on the Acord forms. This changes the appearance of the font immediately and for all Acord forms. NOTE: This change is not reflected on the data entry screen for the Acord forms. Process: From Client Explorer, select the…
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Overview:Copying a form from one policy to another policy on the same client is a useful feature in Agency Systems. NOTE: When renewing a policy in Agency Systems it will copy all of the forms from the current sequence to the renewal sequence. Process:Copying a Form from Client Explorer: From…
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Overview:One of the most common activities in an agency is issuing certificates to additional interests. This document will detail how to create certificates for multiple properties with multiple interests. Video Tutorial: Training: Certificates Overview Play Video Process:For clients that need to have multiple properties with multiple interests attached to…
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The "Other" tab on the form gives access to the following options: Add Associated Forms: is adding forms that are similar, that relate to the form you are on. Add Forms: gives you a selection of all forms. Add Policy Note: is a note within the policy. Add Suspense: is…
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