How to find lienholder forms - American Modern Insurance Group

[Pages:2]Working with lienholders in AMsuite?

How to find lienholder forms

Providing a lienholder with evidence of insurance is a common activity. In AMsuite, that form is called the Lienholder Insurance Verification Document. You can customize it in AMsuite.

A Search for and open the current policy. Click Summary.

B Click AMsuite Core. This lets you access the policy administration functions.

A

C At the top left of the screen click Action.

B

D From the menu click New Document.

E Create a new document from a template.

C

F To find the template, click the

magnifying glass to search the templates.

D

E

G Scan the list of documents to find DW Lienholder Insurance Verification.doc.

H Click the Select button. There may be several pages of templates available; you may need to advance the list to locate it. Use the arrows.

F G

H

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Working with lienholders in AMsuite?

How to find lienholder forms (continued)

I When you are done, click the Create Document button.

J The form will open in a new window; make any edits or add information as needed.

I

K

Once template is complete, save on preferred L

drive. You can upload the document on

AMsuite for distribution.

K Click browse to upload new edited document.

Click on the magnifying glass to select

L recipient. Click yes to image the document only, or select no for document to be mailed to selected recipients.

NOTE: Please allow up to 72 hours from receipt of the form for changes to be reflected on the policy. Any changes made here today may not take e ect until the next billing cycle. If these changes need to take place immediately, call Customer Service at 800-543-2644.

For more info go to agents/lienholder

Coverage is subject to policy terms, conditions, limitations, exclusions, underwriting review and approval, and may vary or not be available for all risks or in all states. Rates, discounts vary, are determined by many factors, are subject to change. Policies are written by one of the licensed insurers of American Modern Insurance Group, Inc., including but not limited to American Modern Property and Casualty Insurance Company (CA Lic. No. 6129-1.) American Modern Insurance Group, American Modern, AMsuite, modernLINK, and Homeowners FLEX are trademarks or registered trademarks of American Modern Insurance Group, Inc. CS_BT_20071_EscrowAMSuiteSalesKit ? 2020. American Modern Insurance Group, Inc., 7000 Midland Blvd. Cincinnati, OH, 45102-2607, USA. All rights reserved.

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