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
Payment Settings The system supports online payments by credit card. Payment options can be configured to offer installments, and include custom terms and conditions. With the master cover selected, click the Payment Settings item in the Screens widget. For instructions on finding and viewing a master cover, see the section on . Product Identifies the product associated with the master cover. Status Identifies the current status of the master cover. Online Payment Enables online payment. If not enabled, binding a policy functions normally, and billing is handled separately. Payment Processor Select the company that handles the payments online. New companies can be added, which is handled by Oceanwide. When to Bill While the client provides their credit card information when they Bind the policy, and the appropriate validation is done, the charge may not be processed immediately. Bind Date The full payment or first installment is processed immediately. Effective Date The full payment or first installment is charged on the date that the insurance takes effect. The client may be required to pay the full amount in one payment, or they may be provided with installment options. The Allow Installments checkbox enables the Frequency options. One or more options may be checked, allowing the client to choose which of the available options to use. Any Additional Information can be entered, which is displayed on the payment screen. The Terms and Conditions can be defined in detail, using Rich Text and a standard suite of formatting tools.
Add/Update - Document5 N/A N/A None (documents generated through the Print Document action, or documents generated or modified through the Documents/Forms feature or by a web service) N/A Bind - New Business New Business Quoted Bind Bound Bind - Endorsement Endorsement Quoted Bind Bound Bind - Adjustment Adjustment Quoted Bind Bound Bind - Declaration Declaration Quoted Bind Bind - Renewal Renewal Quoted Bind Bound Bind - From Referral - New Business New Business Referred - Any Bind Bound Bind - From Referral - Endorsement Endorsement Referred - Any Bind Bound Bind - From Referral - Adjustment Adjustment Referred - Any Bind Bound Bind - From Referral - Declaration Declaration Referred - Any Bind Bound Bind - From Referral - Renewal Renewal Referred - Any Bind Bound Initiate Cancellation New Business, Endorsement, Adjustment, Declaration, Renewal Bound Cancel Cancellation - Quoted Confirm Cancellation Cancellation Quoted Confirm Cancellation Cancelled 2 Decline - From Manual Bind Request New Business, Endorsement, Adjustment, Declaration, Renewal Referred - Manual Bind Request Decline Declined Decline - From Referral New Business, Endorsement, Adjustment, Declaration, Renewal Referred - Regular Decline Declined Decline - From Special Quote Request New Business, Endorsement, Adjustment, Declaration, Renewal Referred - Special Request Decline Declined
Get Quote / Recalculate Quote - New Business New Business Incomplete or Underwriting Required or Quoted or Lost Get Quote or Recalculate Quote Quoted Get Quote / Recalculate Quote - Endorsement Endorsement Incomplete or Underwriting Required or Quoted or Lost Get Quote or Recalculate Quote Quoted Get Quote / Recalculate Quote - Adjustment Adjustment Incomplete or Underwriting Required or Quoted or Lost Get Quote or Recalculate Quote Quoted Get / Recalculate Quote - Declaration Declaration Incomplete or Underwriting Required or Quoted or Lost Get Quote or Recalculate Quote Quoted Get Quote / Recalculate Quote - Renewal Renewal Incomplete or Underwriting Required or Quoted or Lost Get Quote or Recalculate Quote Quoted Get Quote / Recalculate Quote - Incomplete or Quoted to Incomplete New Business, Endorsement, Adjustment, Declaration, Renewal Incomplete or Quoted Quote calculation, activated manually or through navigation, triggering a quote validation. Incomplete Get / Recalculate Quote – To Underwriting Required New Business, Endorsement, Adjustment, Declaration, Renewal Any Get Quote or Calculate Quote Underwriting Required3 Issue Quote - From Existing Quote New Business, Endorsement, Adjustment, Declaration, Renewal Quoted Issue Quote Quoted Issue Quote - From Lost Quote New Business, Endorsement, Adjustment, Declaration, Renewal Lost Issue Quote Quoted Issue Quote - From Manual Bind Request New Business, Endorsement, Adjustment, Declaration, Renewal Referred-Manual Bind Request Issue Quote Quoted Issue Quote - From Referral New Business, Endorsement, Adjustment, Declaration, Renewal Referred-Regular Quote Quoted
Index A Accept All Changes option 100, 101, 102, 115, 116, 117, 120, 121, 122, 126, 127, 128, 131, 132, 133 Action column 140 Actions panel 105, 107, 108, 109, 110 Active checkbox 9, 20, 73, 81, 94 Active status 4, 5, 7, 9, 10 Add & Close button 3, 52, 64, 72, 80, 90, 92, 110 Add & New button 110 Add button 3, 17, 52, 56, 64, 72, 80, 90, 92, 110 Adding a Document or Form 85 Adding a Quote Option 54 Adding a Tax or Fee 119 Adding an Insurer 61 Adding an Insuring Condition 113 Additional Information panel 138 Additional To 78 Adjustment Quote Validity Period field 48 Adjustment transaction 38, 48 Adjustment transaction type 34 Adjustments 145 All client type 20 All Premium Types option 114 Allow Adjustments checkbox 38 Backdating Tolerance checkbox 33 Allow Declarations checkbox 38 Allow Installments checkbox 138 Allow Insurers to Create / Edit Clients checkbox 39 Allow Manual Override checkbox 76, 77, 78, 81 Allow Online Payment checkbox 39 Allow Out of Sequence Endorsements checkbox 38 Allow Quote Versions checkbox 38 Allow Special Quote Requests checkbox 38 Always Down rounding style 19 Always Up rounding style 19 Amount / Percentage field 130 Amount display option 39 Amount field 125, 130 Amount or Rate 154 Amount or Rate field 98 Associated Document 93 Associated Document panel 90 Associated Document window 90 Attach Insurer 13 Attachment 154 Attachment and Limit 154, 155 Attachment 98 Attachment Type Item field 42 Attachment Type Items column 41 Attachment Type Setting window 42 Attachment Type Settings panel 41, 42 Attachments field 31 Attachments 71 Automatic Cancellation Finalization panel 47 Automatic Cancellation Initiation panel 46 Automatic Field Evaluations panel 48 Automatic Processing 45 Automatic Processing page 45 Automatic Quote Expiry (Lost Quotes) panel 47 Automatic Renewal Initiation 45 Automatic source 25 Automatically Generate Document checkbox 88 Available Fields panel 42 B Backdating Tolerance 34 Billing - Payment page 56 Billing Settings 39 Bind action 107, 108 Bind Date option 137 Bind Requested status 108 Bind Validation validation type 107
Deleting a Tax or Fee 122 Deleting a Validation Rule 112 Deleting an Insuring Condition 116 Description field 15, 22, 51, 55, 57, 68, 73, 75, 81, 87, 125, 130 Destination Status column 140 Details Pages 12 Discount or Surcharge 152 Discount or Surcharge rate type 98 Display Valid Until Date With Same Day & Month as Effective Date 160 Display Valid Until Date With Same Day & Month as Effective Date checkbox 15 Distributors tab 10 Document Name column 93 Document Name 87 Document Template column 93 Document Template field 87, 90 Document Template Management page 88, 90, 94 Document Templates menu item 87 Document to Upload 92 Documents / Forms 85 Documents / Forms page 85, 92, 94 Documents field 71 Draft status 4, 7, 14, 15 Driver 154 Driver Field field 98, 120, 125, 130 E Effective Date 33, 160 Effective Date and Valid Until Date 159 Effective Date field 15, 16, 34, 36, 100, 115, 120, 125, 131 Effective Date fields 110 Effective Date option 137 Effective Period 160, 161 Effective Period fields 87 Effective Period panel 15 Effective Policy Transaction Period Settings panel 33 E-mail Address field 69, 76 E-mail Configurations 67 E-mail Configurations page 67, 74, 82, 83 E-mail Configurations 67, 74, 75, 82, 84 E-mail History View Criteria panel 72 E-mail Template field 69, 76 E-mail Templates field 75 Enable Automatic Cancellations checkbox 46 Enable Automatic Renewals checkbox 45 Endorsement Quote Validity Period field 48 Endorsement transaction 48 Endorsement transaction type 34 Enforce Maximum Term Duration checkbox 35 Enforce Minimum Term Duration checkbox 35 Expiry Basis field 47 Expiry Field field 48 Export Policy to Genoa option 135 External Code 15 External Rating Engine field 18 External Referral Engine field 18 External Services 135 External Services page 135 External System Mapping panel 18 External System 135 F Field Evaluation Rule field 49 Field Evaluation Rules 48 Field expiry basis 48 Field field 26, 29, 30, 73, 81 Field Value address source 69, 76 Value option 34 First of Next Month option 34 Flat Amount 151 Flat Amount rate type 97 Form control type 37 Frequency checkboxes 138 From a Field source 25, 26, 28 From Address field 69, 76 From Address Field field 69, 77 From panel 69, 76