Summary of Insurance Data Flow

The Nexsure Live Forms Documentation shows in detail which fields from the applications or supplements will be shown on the Summary of Insurance. This Nexsure Live Forms Documentation is used to identify where information comes from and if it will be included on the Summary of Insurance.

To View a Data Map of the Summary of Insurance

1. On the Primary menu, click SEARCH. Search for the appropriate client.
2. Click the Details icon next to the appropriate client.
3. On the Client menu, click POLICIES.
4. On the policies tab, click the Details icon next to the appropriate policy.
5. On the underwriting tab, scroll to the Line of Business area. The applications and / or supplements are listed.
6. In the Form column, click the title of the form to view its data. The Live Form Documentation screen is displayed.
7. Scroll to the Summary of Insurance area and use the Expand icon at the right to open the data map. Notice the left column titled Soi (Summary of Insurance). The boxes that are selected show the fields that will carry over to the Summary of Insurance. Those that are not selected will not be brought over.

Note: The data map is for informational purposes only, selections cannot be altered.

Related Topics

Summary of Insurance