|
Q1: I have used one of the policy user defined fields to track the Account Manager and/or Marketing Assistant for the policy/client. If my Account Manager (or Marketing Assistant) leaves I have to make the change policy by policy. Is there a better way?
Q2: Can I update policy benefits without having to add a new policy?
Q3: Can I separate individual polices from the group policies when running a policy report or at Summary View?
Q4: Is there a way to automatically enter the policy benefits instead of doing it manually?
Q5: Can we access carrier info. when we are at a policy?
A1:
The best fields to track this type of information are the List boxes on Tab 2 of a policy. To mass change a list box field, go to Summary view and select the policy tab. Then use a query to display the affected policies, and the Update All or Update Selected buttons to quickly change the Account Manager (or Marketing Assistant) on all selected polices.
A2:
If you go to Summary view and select the policy tab, then use a query to display the desired policies, you can then use the Update All or Update Selected buttons to quickly change the policy benefit fields for multiple policies.
A3:
Yes, use the “IndividualorBusiness” field as one of the query criteria and specify either individual or business.
A4:
At the Product Manager go to Policy/Inv. Defaults and enter the default benefits. When a policy is then entered these defaults will automatically fill the fields.
A5:
In version 6.5.2 and higher you can do this by double clicking on the Product field which opens the product manager for this product and shows you the Carrier address and phone info. If you actually want the Carrier record, you can then double click on the Carrier field and it will take you to it.
|
