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Working with Schedules

To Add Scheduled Items to a Form

  1. On the Primary menu, click SEARCH.
  2. Search for the client or prospect.
  3. Click the Details icon next to the client or prospect name to display the card file.
  4. On the Client menu, click MARKETING.  The marketing summary screen is displayed.
  5. Click the Details icon next to the marketing policy to display the underwriting screen.
  6. To populate the Additional Interest schedule on the Commercial ACORD auto application from the navigation tab, click on the "+" beside Auto - Commercial and the "+" beside the ACORD form, and then on the Additional Interest link.

Note: Units that are linked to other schedules are displayed with a Yellow Details icon. If the unit is updated outside of the units at risk tab, the Details icon will change back to white.

  1. Click the Add Record link on the Navigation Toolbar to add a vehicle.

Or

Click Lookup. The Additional Interest Search dialog box is displayed.

  1. In the Search By list, select the information category to search.
  2. Enter at least two characters to search and click Search.
  3. Once the search results are displayed, select the appropriate additional interests, in this example.

Tip: Use the selection box in the screen header to select all search result items.

  1. After all selections have been made, click Use Selection. The dialog box remains open for further selections.

Or

Click Use Selection and Close. The dialog box is closed and all selections are added to the schedule.

Or

Click Close to close the dialog box without saving selections.

  1. Enter all the vehicle information navigating through all the vehicle screens.  
  2. Selecting Summary on the navigation toolbar saves the current screen and displays to the vehicle summary.
  3. To add more vehicles, continue by selecting the Add Record link from the navigation toolbar.

Tip: When adding producer information to a line of business application, the producer information from the Base Form ACORD 125 is available by clicking Lookup. The Base Forms ACORD 125 & 325 can be used to look up information for ACORD 126, 146, 130, 301, 155, 188.

Renumbering Schedules

When the policy is in a pliable state (marketing, pending endorsement, edit of future policy) renumbering can be performed within the schedule itself. Items which can be renumbered include: vehicles, drivers, locations and additional interests.

To Renumber a Schedule

  1. Select the client.
  2. On the Client menu, click POLICIES.
  3. Select the policy with the schedule by clicking the Details icon.
  4. In the navigation panel, select the Vehicles (in this example) section of the form to display the schedule.

  1. Click the Renumber link.

  1. Select the records in the schedule and click the up or down arrows on the right of the dialog box to change the order of the items.  When the records are in the correct order, click Renumber.

Entering a Fleet

Some commercial businesses will purchase a fleet of the same type vehicle.  In order to save time, enter one vehicle and use the Copy tool to add the remaining fleet.

  1. Click the Vehicles link on the navigation tab to display the vehicle summary.
  2. Click the Details icon beside the auto.
  3. On the navigation toolbar, select the Copy link to display the Copy Record screen.
  4. Enter in the number of vehicles remaining in the fleet.
  5. Select Copy to add the specified number of vehicles to the schedule.  The vehicles have been added to the schedule.
  6. To edit the VIN number of each vehicle, click on the Details icon beside the vehicle and edit the VIN number.
  7. Click the Summary link in the navigation toolbar to save the change and display the summary.
  8. Repeat the process until all vehicles have been updated.

Related Topics

Working with Forms