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Servicing > Marketing

Marketing applications can be added in a number of different ways. If an opportunity was created for the suspect, the opportunity can be sent to marketing. If an opportunity is not needed, a marketing application can be created through SERVICING.

To Market a New Line of Business

  1. On the Primary menu, click SEARCH.
  2. Click the Details icon f the appropriate client.
  3. On the Client menu, click SERVICING > Marketing.
  1. Select an effective date for the new policy by clicking the Calendar icon and selecting a date. The date can also be typed into the date box using the format: mm/dd/yyyy.
  2. Enter a description of the marketing record that will be displayed in the action description area.
  3. Enter any notes to be included in the action memo area.
  4. In the Market area, select New line of business.
  5. In the Form Standard list, select the type of form to be associated with the policy.
  1. In the State list, make a selection if necessary. The default is the state from the primary location on the client profile. The state selection determines what forms will be displayed for the lines of business.
  2. In the Type list, make a selection if necessary. The default is the client type selected when the card file was created.

Important: The options available in the Type list are dependent on the staff member's security rights template. If Business Types are set up in the security rights template then only the selected Business Types will be displayed in the Type list for the opportunity. If Allow Override is selected in the security template Business Types tab, then all available business types will be displayed. For more information about Business Types in the security templates, see the User Rights Templates topic.

  1. In the Available Applications list, select the application to be used for the new policy. Once the application is selected, move the application to the Applications Selected box by clicking the Arrow button. Once an application has been moved to the Applications Selected box, the Create Marketing button becomes active.

Tip: Another way to select and move applications to the Applications Selected box is to double-click the application name in the Available Applications list. The application will be automatically moved to the Applications Selected box.

  1. Click Create Marketing. The marketing underwriting tab is displayed for completion. Modify the application as necessary as well as the carrier to whom the policy is being submitted. Use the marketing process for each carrier to which the business will be submitted. This process is necessary to capture statistical data and separate application information for each carrier. See the Marketing > Underwriting topic for more information.

To Market an Existing Line of Business

  1. On the Primary menu, click SEARCH.
  2. Click the Details icon f the appropriate client.
  3. On the Client menu, click SERVICING > Marketing.
  1. An effective date from the policy selected plus one year is shown in the effective date box. 

Tip: Save a step! From the policy summary screen, Market Existing can be selected from the context tool. An exact replica of the policy will be created with an effective date from the policy plus one year. Since the marketing was originated in the policy, an application does not need to be selected. If multiple applications must be selected, start at step 1 above.

  1. Enter a description of the marketing record that will be displayed in the action description area.
  2. Enter any notes to be included in the action memo area.
  3. In the Market area, select Existing line of business.
  4. Select the Refresh form prefills option to pull data from the client profile tabs into the ACORD Applicant and Contact sections.

Note: If the Refresh form prefills box is selected, when adding a new application from an existing LOB or renewing, the Branch Producer information is updated.

  1. Select the policy to remarket. If multiple policies are selected the policies will be grouped as if they are a package policy. This feature allows applications to be bundled so they can all be sent to the carrier at one time.
  2. ClickCreate Marketing once policies have been selected.

Tip: When a policy is selected the system automatically copies existing coverage information so the user will not need to re-key application information.

  1. The marketing underwriting tab is displayed for completion. Modify the application as necessary as well as the carrier to whom the policy is being submitted. Use the marketing process for each carrier to which the business will be submitted. This process is necessary to capture statistical data and separate application information for each carrier. See the Marketing > Underwriting topic for more information.

Related Topics

Marketing > Underwriting

Policy Underwriting