10 To be rounded to the next ten dollars. 100 To be rounded to the next hundred dollars. To be rounded to the next thousand dollars. Rounding Style Select how the rounding is performed. Half Up The value 23.5 gets rounded to 24, but −23.5 gets rounded to −23. Half The value 23.5 gets rounded to 24, and −23.5 gets rounded to −24. 0
Rate Each rate is calculated separately and added to the accumulated value. Flat Amount Each amount is added to the accumulated value. Discount or Surcharge Multiple entries are combined to determine a total discount or total surcharge, which is then applied to the accumulated value. Multiplier Each multiplier is applied separately. Minimum Only one minimum should be applied for a single sequence number.
Index A Accept All Changes option 104, 105, 106, 119, 120, 121, 124, 125, 126, 130, 131, 132, 135, 136, 137 Action column 144 Actions panel 109, 111, 113, 114 Active checkbox 9, 20, 77, 85, 98 Active status 4, 5, 7, 9, 10 Add & Close button 3, 50, 62, 68, 76, 84, 94, 96, 114 Add & New button 114 Add button 3, 17, 50, 54, 62, 68, 76, 84, 94, 96, 114 Adding a Distributor 65 Adding a Document or Form 89 Adding a Quote Option 52 Adding a Tax or Fee 123 Adding an Insurer 59 Adding an Insuring Condition 117 Additional Information panel 142 Additional To field 82 Adjustment Quote Validity Period field 45 Adjustment transaction 38, 45 Adjustment transaction type 34 Adjustments 149 Agency Bill checkbox 67 All client type 20 All Premium Types option 118 Allow Adjustments checkbox 38 Allow Backdating Tolerance checkbox 34 Allow Declarations checkbox 38 Allow Installments checkbox 142 Allow Insurers to Create / Edit Clients checkbox 38 Allow Manual Override checkbox 80, 81, 82, 85 Allow Online Payment checkbox 39 Allow Out of Sequence Endorsements checkbox 38 Allow Special Quote Requests checkbox 38 Always Down rounding style 19 Always Up rounding style 19 Amount / Percentage field 134 Amount field 129, 134 Amount or Rate 158 Amount or Rate field 102 Associated Document 97 Associated Document panel 94 Associated Document window 94 Attach Insurer 13 Attachment 158 Attachment and Limit 158, 159 Attachment field 102 Attachment Type Item field 41 Attachment Type column 41 Attachment Type Setting window 41 Attachment Type Settings panel 41, 42 Attachments field 31 Attachments panel 75 Automatic Field Evaluations panel 46 Automatic Processing 44 Automatic Processing page 44 Automatic Quote Expiry (Lost Quotes) panel 45 Automatic Renewals panel 44 Automatic source 25 Automatically Generate Document checkbox 92 Available Fields panel 41 B Backdating Tolerance field 34 Billing - Payment Plans page 54 Billing Information panel 66, 67 Billing Settings panel 39 Bind action 112, 113 Bind Date option 141 Bind Requested status 113 Bind Validation validation type 112 status 38, 92, 93, 112, 139
Deleting an Insuring Condition 120 Description 15, 22, 49, 53, 55, 72, 77, 79, 85, 91, 129, 134 Destination Status column 144 Details 12 Discount or Surcharge 156 Discount or Surcharge rate type 102 Display Valid Until Date With Same Day & Month as Effective Date 164 Display Valid Until Date With Same Day & Month as Effective Date checkbox 15 Distributor Code field 66 Distributors 65 Distributors page 65, 68, 69 Distributors 65, 69, 70 Distributors tab 10 Document Name column 97 Document Name field 91 Document Template column 97 Document Template field 91, 94 Document Template Management page 92, 94, 98 Document Templates menu item 91 Document to Upload field 96 Documents / Forms 89 Documents / page 89, 96, 98 Documents field 75 Draft status 4, 7, 14, 15 Driver 158 Driver Field field 102, 124, 129, 134 E Effective Coverage Period Settings panel 33 Effective Covergare Period Settings panel 33 Effective Date 33, 34, 164 Effective Date and Valid Until Date 163 Effective Date field 15, 16, 34, 36, 104, 119, 124, 129, 135 Effective Date fields 114 Effective Date option 141 Effective Period 164, 165 Effective Period fields 91 Effective Period panel 15 E-mail Address field 73, 80 E-mail Configurations 71 E-mail Configurations page 71, 78, 86, 87 E-mail Configurations 71, 78, 79, 86, 88 E-mail History View Criteria panel 76 E-mail Template field 73, 80 E-mail Templates field 79 Enable Automatic Renewals checkbox 44 Endorsement Quote Validity Period field 45 Endorsement transaction 45 Endorsement transaction type 34 Enforce Maximum Term Duration checkbox 35 Enforce Minimum Term Duration checkbox 34 Export Policy to Genoa option 139 External Code field 15 External Rating Engine field 18 External Referral Engine field 18 External Services 139 External Services page 139 External System Mapping panel 18 External System panel 139 F Field Evaluation Rule field 46 Evaluation Rules 46 Field field 26, 28, 77, 85 Field Value address source 73, 80 Value option 34 First of Next Month option 34 Flat Amount 155 Flat Amount rate type 101 Form control type 37 Frequency checkboxes 142 From a Field source 26, 28 From Address 73, 80 From Address Field field 73, 81 From 73, 80