Partner XE Administrative System: Notes Setting Demo



How to Create a Certificate

Access to Certificates

Client Summary screen, Left Navigation, Certificates

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Key Features

Allows the user to manage certificates for clients or third parties.

Forms

The form number and the Line of Business need to be in sync. The policy numbers will populate based on the line of business allowed per the form selected in the following grid:

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1. Click on Certificates on the left navigation.

2. There are three points of entry to create a new certificate:

➢ Click on menu bar File ( New ( Certificates.

➢ Click on the “Add” button on the Certificates header bar.

➢ Click in the blank area of Certificates and then right click the mouse. This displays the right click menu list. From the right click menu list click on “Add New.”

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3. Click on the Form Name field. From the dropdown menu list click on the appropriate certificate to select.

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NOTE: Certificate with the Acord 101 (Additional Remarks Schedule) can be selected from the Form Name dropdown menu OR, if the Description of Ops/Special is more than 5000 characters, the Acord 101 will automatically be attached.

4. Click or Tab over to the Cert Holder field and click on the ellipsis button [pic]. The Search & Select a Contact box appears.

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5. In the Search & Select a Contact box, enter text into the blank field to search for a Contact. After entering text into the field, click on the Search button.

6. In the search results grid form, select a contact by clicking on a row. Click on the “OK” link. The selected contact will populate into the Cert Holder and the Cert Holder Address into the appropriate fields.

➢ If the Cert Holder is not in Contacts, a new Cert Holder Contact can be added by clicking Add Other at the bottom of the box. Enter the Cert Holder information in the Address Book – New Contact box. Click on Save.

7. Click or tab over to the Policies field and click on the ellipsis button [pic]. The Select the Policy(s) that you’d like to see on the certificate box appears. Click on the checkbox adjacent to the policy that you want to include on the certificate. Click on the “OK” link. [pic]

8. Click on the Desc of Ops/Special field. Type in text if you want to include a description of the certificate.

9. Click on the Additional Insured field. Click on the checkbox to add a checkmark to the certificate to indicate that there are additional insured individuals on the certificate.

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10. Tab over to the Special Fields and click on the ellipsis button [pic] to add special certificate fields. The Special Certificate Fields box appears.

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General Liability

▪ Click on the checkbox adjacent to the General Aggregate Limit Per Policy setting to apply the general aggregate limits per policy.

▪ Click on the checkbox adjacent to the General Aggregate Limit Per Project setting to apply general aggregate limits per project.

▪ Click on the checkbox adjacent to the General Aggregate Limit Per Location setting to apply general aggregate limits per location.

Workers Compensation and Employer’s Liability

▪ Click on the checkbox adjacent to the WC Statutory Limits setting to apply WC statutory limits that must be carried per state.

▪ Click on the checkbox adjacent to the Other setting to apply other liability limits to Workers Compensation and Employer’s Liability.

▪ Click on Any Proprietor/Partner/Executive Officer/Member Excluded? If applicable

Excess/Umbrella Liability

▪ Click on the checkbox next to the Deductible setting to include a deductible amount. Tab over to the blank text box and enter a deductible amount.

Other

▪ Click in the Type of Insurance field. Type in text to include the type of insurance.

▪ Click in the Policy Number field. Type in the policy number.

▪ In the Effective Date field, click on the dropdown button. The Select Date box will appear. To add the current date, click on “OK” at the bottom of the calendar or select a date from the calendar and then click on “OK”.

▪ In the Expiration Date, click on the dropdown button. The Select Date box will appear. To add the current date, click on “OK” at the bottom of the calendar or select a date from the calendar and then click on “OK”.

▪ Tab over to the Limits field. Type text if you want to include limits.

11. Click or tab to the Description of Certificate field and enter a description.

12. Date Saved to Documents field will populate with the appropriate date when the

certificate is saved. When certificate is printed, emailed or faxed and then you close out of the form by click on the “X””, a pop-up box will appear asking “Do you wish to save at this time?” Select “Yes” to save.

13. Click or tab to Contact Name. A box will appear with a list of Employees. Select

the appropriate contact for this certificate.

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13. Click or tab to Authorized Signature. A box will appear with a list of Employees.

Select the appropriate employee signature for this certificate.

NOTE: If the signature is password protected (in Partner XE Administration), this

message will appear:

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Enter the correct password to enable the signature to flood to the certificate.

To View the Certificate

1. Check the box next to the certificate

2. Click on Action > Open Form

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3. The Certificate of Insurance will appear on the ACORD form with information flooded from the details of the policy you selected and the selections made on the grid.

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To Save the Certificate

To save the certificate, click on the X and a message will appear. Click on Yes to save.

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The certificate will now have a date in the grid indicating what day it was saved.

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This certificate will appear in the Saved in Documents list when this option is checked at the top of the grid.

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The certificate will also appear in the list of documents for this client. Note that the description contains the certificate holder’s name for easier reference.

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NOTE: Changes cannot be made in the certificate grid if the form has been saved. The following message will appear:

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How to Copy a Certificate

1. Click on the check box to select the Certificate to copy from the grid form

2. There are two options to copy a certificate:

1. Click on Action ( Copy Certificate. The Search & Select a Contact dialogue box will appear.

➢ To add a new certificate holder to the copied certificate, select here. If not, click the “Cancel” link at the bottom of the Search and Select a Contact dialogue box.

2. Right click on the mouse. The right click menu list will appear. From the right click menu list, click on Copy Certificate. The Search & Select a Contact dialogue box appears.

3. In the Search & Select a Contact dialogue box, enter text into the blank field to search for a cert holder. After entering text into the field, click on the Search button.

➢ If you do not want to add a contact, click on Cancel at the bottom of the box.

4. In the search results grid form, select a contact by clicking on a row. Click the OK link at the bottom of the box. The selected contact is added into the Cert Holder field and also populates the Cert Holder Address field with the contact’s address into the copied certificate.

5. The new certificate appears in the certificate grid.

How to Delete a Certificate

1. In the Certificates grid form, click on the certificate you want to delete.

2. Click on the Delete button in the upper right hand corner or

OR

3. Click on the right click button on the mouse. The right click menu list will appear. In the right click menu list, click on Remove Current.

4. The Confirm Delete dialogue box appears.

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5. On the Confirm Delete dialogue interface click on the Yes button. The certificate is deleted from the Certificates grid form.

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Any certificate template created for this client will also appear in the Form Name dropdown list.

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Right click (Rt+Clk) anywhere on the Certificate grid to easily select Open Form from a pop-up list.

NOTE: To open a saved document, select Open Document.

NOTE: Contact business phone, fax # and email address will flood from the employee address book in Admin.

NOTE: Certificate Holder Fax# will flood from the contact address book.

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