prior carrier information (policies and SUBMISSIONS)
Tips and Tricks for entering and maintaining Prior Carrier information
Prior Carrier information from AFW migrated to AMS360 out of order and missing
data
Input
Prior Carrier Information for a New Business Submission
Input Prior Carrier Information for a Renewal Submission or Policy
Correct or Change the display order of Prior Carrier Information
Effective and Expiration Dates did not migrate correctly from AFW to AMS360
Coverage, Limits and Premium fields do not automatically fill
We suggest you delete all information that migrated from AFW and re-input.
Hi-light each line and click delete
Follow instructions to Input Prior Carrier Information for a New Business Submission below to reinput the data
Input Prior Carrier Information for a New Business Submission
Click New. Start with the oldest year first and input "5" in the display order field. When you copy the system will advance the term by one year
Some users
have reported that inputting numbers in the display order field can create a
problem when, at renewal, they add a new term.
Example:
o
Deleting oldest term 08-09 with
display order #5 / Adding newer term 13-14 with display order #1.
o
o
Therefore information does not flow properly to the Acord 125 / 130.
o To correct this
issue users would need to update all terms, for all LOB, so the data flows
correctly to the Acord 125 / 130.
o
Users have recommended not entering display order
(or removing display order) to avoid this issue.
Continue entering information for all lines of business for the oldest year
Be sure you have entered 5 in the Form Display Order field for each line of business
Click Copy Prior Carrier Information. Make sure the "Select Latest Term" and "Auto Update Policy Term" boxes are checked, then click OK
Edit and update fields as necessary (Policy Number, Carrier, Premium, Limits, etc..)
Continue to copy and edit for each year, in ascending order
Input Prior Carrier Information for a Renewal Submission or Policy
After you have created the Renewal Policy or Submission:
Review the existing Prior Carrier data, and correct or change the display order as needed
Some users
have reported that inputting numbers in the display order field can create a
problem when, at renewal, they add a new term.
Example:
o
Deleting oldest term 08-09 with
display order #5 / Adding newer term 13-14 with display order #1.
o
o
Therefore information does not flow properly to the Acord 125 / 130.
o To correct this
issue users would need to update all terms, for all LOB, so the data flows
correctly to the Acord 125 / 130.
o
Users have recommended not entering display order
(or removing display order) to avoid this issue.
Input the data for the most recent year using one of the following methods
Copy Prior Carrier Information
OR
Select an existing policy from the system
Items in
the drop down list appear in descending order of Effective date, including
Policies and submissions.
Review your data. If you have more than 5 year's prior carrier information, the oldest year will flow to overflow pages. Delete this data if you do not wish to include it on your application.
Hi-light the line and click delete
Click on
the Effective Date column header to sort by date
Correct or Change the display order of Prior Carrier Information
If the order in which your data displays when you create the Acord 125 is incorrect, you can correct it by assigning a display order
Edit the prior carrier entries and enter a Form Display order. Enter 1 for the most recent year, 2 for the next most recent year, etc..
Some users
have reported that inputting numbers in the display order field can create a
problem when, at renewal, they add a new term.
Example:
o
Deleting oldest term 08-09 with
display order #5 / Adding newer term 13-14 with display order #1.
o
o
Therefore information does not flow properly to the Acord 125 / 130.
o To correct this
issue users would need to update all terms, for all LOB, so the data flows
correctly to the Acord 125 / 130.
o
Users have recommended not entering display order
(or removing display order) to avoid this issue.
Effective and Expiration Dates did not migrate correctly from AFW to AMS360
AFW only provided a Year field. AMS360 provides Effective Date and Expiration Date fields. Upon migration, full effective and expiration dates will need to be entered for previously entered prior carrier information
Coverage, Limits and Premium fields do not automatically fill
When an existing policy is selected to be added to Prior Carrier information, the Coverage, Limits and Premium fields do not automatically fill. The system does not perform this function, and the fields must be manually completed.