Supplemental Forms

Sometimes, forms require the inclusion of a supplemental form. Only supplemental forms relating to the lines of business on the policy will be available for selection.

Note: The following supplements will be included in the Summary of Insurance when applicable: Additional Coverage Endorsement Schedule, Form Groups Schedule, Subject of Insurance Schedule, and the Supplemental Notes form.

To Add a Supplement

1. Add a new application as described in Marketing > Underwriting.
2. Click [Supplements]. The New Supplements Selection dialog box is displayed.

3. In the Application(s) list, the applications on the policy are displayed. Select the Application for which the supplement is to be added.
4. In the Available Supplements list, select the appropriate supplement.  When a supplement is highlighted in the list, a description of the supplement is displayed in the Description area..
5. Click Next. The supplement will be added to the policy.  

Notice that the supplement is now displayed under the selected line of business. The supplement line item is denoted by the Supplement icon.

Related Topics

Underwriting

Working with Forms

Populating Coverage and Premium Fields