Manual Bind Manual Bind rules are used to prevent users from binding a policy under circumstances that require approval from an authorized user. Referral rules are validated when the Calculate Quote process is activated, as defined in the Actions panel of the Validations and Actions page. The Screens and Grids field below displays the selected screens for reference. If the conditions for this rule are met, the attached message is displayed. However, instead of a Bind button, the user has a Request Bind button. If they click Request Bind, the status changes to Bind Requested and only the Underwriter or other authorized user is able to bind the policy. Note: Authorized do not see the Request Bind button. In both Quoted and Bind Requested statuses, they have the Bind button. Validation Quote Validation rules are checked whenever a quote is calculated or issued, whether triggered manually or automatically. These are used to verify that the submission includes all information required to generate a valid quote. If the conditions of this rule are met, the attached message is displayed and the submission returns to Incomplete status. The user is able to navigate the submission form normally, but they must correct the relevant information before a can be successfully generated. Note: The Bypass Quote Validations on Issue Quote option in the Policy Settings page of the master cover causes all Quote Validations to be ignored when a user manually issues a quote. Referral Referral are used to identify details in the submission that require review and manual approval by the Underwriter. Referral rules are validated when the Calculate Quote process is activated, as defined in the Actions panel of the Validations and Actions page. The Screens and Grids field below displays the selected screens for reference. If the conditions for this rule are met, the submission goes into Underwriting Required status. The attached message is displayed and the user has the options to make changes, or to click Request Quote and send the submission into Referred status for review by the Underwriter or other authorized user. If it is an underwriter user who triggers the validation, the system may bypass the Underwriting Required status and go directly to Referred. Special This option is not in use.
Get Quote / Recalculate Quote - New Business New Business Incomplete or Underwriting Required or Quoted or Lost Get or Recalculate Quote Quoted Get / Recalculate Quote - Endorsement Endorsement Incomplete or Underwriting Required or Quoted or Lost Get or Recalculate Quote Quoted Get Quote / Recalculate Quote - Adjustment Adjustment Incomplete or Underwriting Required or Quoted or Lost Get or Recalculate Quote Quoted Get Quote / 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 Quote / 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 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 111, 112, 113, 131, 132, 133, 136, 137, 138, 142, 143, 144, 147, 148, 149 Action column 153 Actions panel 121, 123, 124, 125, 126 Actions widget 40 Active checkbox 10, 21, 82, 90, 105 Active status 5, 6, 8, 10, 11 Add & Close button 4, 61, 73, 81, 89, 99, 126 Add & New button 126 Add button 4, 18, 49, 61, 65, 73, 81, 89, 99, 116, 126 Adding a Document or Form 94 Adding a Quote Option 63 Adding a Tax or Fee 135 Adding an Insurer 70 Adding an Insuring Condition 129 Additional To field 41, 87 Adjustment Quote Validity Period field 57 Adjustment transaction 40, 57 Adjustment transaction type 35 Adjustments 158 All client type 21 All Premium option 130 Allow Adjustments checkbox 40 Allow Backdating Tolerance checkbox 34 Declarations checkbox 40 Allow Insurers to Create / Edit Clients checkbox 41 Allow Manual Override checkbox 85, 86, 87, 90 Allow Online Payment on Bound Transactions checkbox 42 Allow Online Payment on Quoted Transactions checkbox 42 Allow Out of Sequence Endorsements checkbox 39 Quote Versions checkbox 41, 100 Allow Special Quote Requests checkbox 39 Always Down rounding style 20 Always Up rounding style 20 Amount / Percentage field 146 Amount display option 41 Amount field 141, 146 Amount or Rate 167 Amount or Rate field 109 Associated Document 104 Associated Document panel 99 Associated Document window 99 Associated Documents panel 99 Attach Insurer 14 Attachment 167 Attachment and Limit 167, 168 Attachment field 109 Attachment Type Item field 46 Attachment Type Items column 45 Attachment Type Setting window 45 Attachment Type Settings panel 45, 46 Attachments field 32 Attachments panel 80 Automatic Cancellation Finalization panel 55 Automatic Cancellation Initiation 54 Automatic Field Evaluations panel 57 Automatic Processing 53 Automatic Processing page 53 Automatic Quote Expiry (Lost Quotes) panel 56 Automatic Renewal Initiation panel 53 Automatic source 26 Automatically Generate Document checkbox 97 Available Fields panel 45 B Backdating Tolerance field 35 Bcc 87 Bcc field 87 Billing - Payment page 65 Billing Settings panel 42 Bind action 123, 124
Bind Requested status 124 Bind Validation validation type 123 Bound status 40, 97, 98, 124, 151 Browse button 24, 67 Bypass Adjustments for the Following Premium Types checkboxes 45 Bypass Prorating for the Following Premium checkboxes 44 Bypass Validations on Issue Quote checkbox 39, 125 C Calculate Commissions 14 Calculate Premium 14 Calculate Quote 123, 124, 125 Calculate checkboxes 121 Calculate for Automatic Renewals checkbox 54 Calculate 14 Calculated Fields 14 Cancellation - Quoted status 55 Cancellation field 43 Cancellation Reason field 54 Cancellation transaction type 35 Cc field 87 Clause Name field 130 Client Code field 16 Client List option 38 Client Screen in New Submission Workflow field 38 button 4, 19, 21, 46, 50, 51, 61, 62, 66, 67, 68, 73, 74, 81, 82, 83, 89, 90, 91, 92, 99, 100, 104, 105, 117, 118, 126, 127 Code field 9, 15, 49, 51, 60, 64, 66, 126, 130 Combining Until Date and Policy Start Time Features 174 Company client type 21 Company column 74, 75 Compliance validation type 123 Condition Type field 130 Content 24 Copy button 8, 21 Copy from Previous Term option 27, 29, 30 Copying a Master Cover 8 Correction Type 40 Countries field 21 Coverage Calculation Methods panel 43, 115, 118 Create Automatic E-mail Configuration button 77 Create button 4, 59, 63, 71, 82, 90, 95, 121, 122 Create Copies For Recipients option 41 Create Manual E-mail Configuration button 84 Created By field 9, 21, 82, 91, 105 Creating a Deductible 145 Creating a Limit 140 Creating a Manual E-mail Configuration 83 Creating a New Master Cover 3 Creating a New Quote Group 59 Creating a Rate 107 Creating a Rate Rule 115 Creating a Sequence Number Configuration 48 Creating a Validation Rule 121 Creating an Automatic E-mail Configuration 76 Cross-Policy Data Configuration 55 Currency column 18 Currency field 18, 141, 146 Custom Columns in Submission/Policy Grid panel 46 Custom Status Field field 39 D Data Validation validation type 124 Data Validations and Warnings 14 Date fields 47 Date Picker control type 57 Deactivate button 93, 106 Deactivating a Document or Form 105 Deactivating a Master Cover 10 Deactivating an E-mail Configuration 92 Decimal fields 47 Declaration transaction 40 Declined status 40 Deductible Type field 146 Deductibles 145 Deductibles field 33
Policy Transactions 39 Policy Transactions window 39 Prefix 27 Premium Calculation Settings panel 44, 161 Premium column 135 Premium Currencies panel 17 Premium Currency window 18 Premium Type 135, 162 Premium Type - Rating Basis panel 44 Premium Type column 118 Premium Type 108, 116, 130, 136, 141, 146 Premium widget 41, 42, 73 Premium Widget Display By Quote's Lowest field 41 Previous button 124 Product Description 23 Product Description field 15 Product Description page 23 Product Design menu 3, 5, 6, 8, 10, 11, 96 Product field 15, 23, 26, 32, 48, 50, 51, 53, 59, 60, 61, 63, 64, 68, 70, 71, 73, 75, 76, 77, 83, 84, 91, 92, 94, 95, 103, 105, 107, 111, 113, 115, 117, 119, 120, 122, 127, 128, 129, 131, 133, 135, 137, 138, 140, 142, 143, 145, 147, 149, 151 Profile panel 15 Prompt for Endorsement Effective Date checkbox 40 Prorating 158 Prorating and Adjustments 158 Prorating calculation method 43 Q Quote Calculations Order 14 Quote Group field 64 Groups 59 Quote Groups page 59, 61 Quote Groups panel 59, 61, 62 Quote Option 73, 111 Quote Option field 70, 74, 75, 107, 111, 113, 129, 132, 133, 140, 142, 144, 145, 148, 149 Option page 68 Quote Options 63 Quote Options page 63, 67 Quote Options panel 63, 68 Quote Summary window 61, 64, 65, 135, 141, 146 Quote Validation validation type 125 Quote Validations 14 Quoted status 39, 54, 97, 98 R Rate 163 Rate Configuration panel 108, 112, 113, 163 Rate Driver 44 Rate Driver checkbox 141, 146, 167 Rate Driver fields 39 Rate rate type 108 Rate Rule 43, 44, 115 Rate Rule 119 Rate Rule window 116, 117, 118, 119 Rate Rules Evaluation page 115, 117, 118 Rate Rules Evaluations 115 Rate Rules panel 116, 118, 119 Rate Type 163 Rate Type 108 Rates 107 Rates – Details and Examples 162 Rates page 107, 111, 112 Rates tab 11 Recipient Group panel 82, 90 Recipient Group window 82, 90 Recipient Groups panel 81, 89 Recipients panel 79, 86 Reference 153 Reference field 72 Referral and Compliance Validations 14 Referral validation type 125 Referred status 123, 125 Reinstatement 43 Reinstatement Reasons field 33 Removing an Insurer 74 Renew Now button 54