Policies-Application/Policy

Policies-Application/Policy Entry (APE)

How to set up a manual policy for auto liability and motor truck cargo? 

• Loom video

Understanding Application Policy Entry on the Eight Screen

Ezlynx Articles

• Make sure to Bundle apps! Bundle apps! 🌟

• Supported LOBS✅

• Generic LOBS explained 🤔

• Miscellaneous LOB 

• Convert app to policy 🔄

  • On manual policies - When the policy number is not known, Use P followed by the application number or todays date when setting up a temporary policy the team will get the new policy number

    • Pro Tip 💪🏼 Make sure we're not setting up policies with different master and writing companies

Agency Bill/Direct Bill Entry

• • • When entering the premium follow this: 💰💸 🧮

      1. Agency Billed Policies: Premium + Taxes + Fees (separate) Agency Bill Entry Video 

      2. Direct Billed Policies: Premium only (taxes and fees should be included in this amount) 

  • On download policies - Enter the policy number so when the download comes in it will match📥

• Creating and Managing Policies 💼

• Convert Policy to Application Buster Brown - Overview - 7 April 2023 💫

• Policy Change (backdating changes) Understanding Current Term Endorsements 📝

• Create Package Support for Existing Packages - If you ever come across 2 policies with the same policy number, effective date, master company attempt to package (BOP Liability, BOP property are not supported at this time). Sometimes policies may download outside of packages like in the example link provided above. Be sure to package them to save time on tasks.