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How to create and manage line of business templates.
Line of Business profiles are templates of coverages unique to a line of business and ACORD form. These templates represent that various ways a policy is shown on an ACORD form. Once created, they can be added to a certificate within the Certificate Editor or COI Template Editor in order to display policies and coverages. Within the LOB Manager, the user can edit, activate, or deactivate the existing profile from the manager or create a new profile.
Create a New LOB Profile
To create a new LOB Profile, click the orange "Create Profile" button.
In the modal that populates, start by selecting the applicable data from the fields on the left.
ACORD Form: The user selects the ACORD form the LOB profile is being built for.
Policy: The user selects the applicable policy.
If the user doesn't see the policy they want, check Policy Manager to make sure the insured's policies are in the Certificate Hero system.
LOB Type: Based on the policy chosen in the step before, the user will have a list of associated lines of businesses to select from.
LOB Type Name: The user will enter the name for the policy - this is how the policy will be referenced on the ACORD form.
Profile Name: The user will enter a name for the profile - this is how the LOB profile will display in the LOB Profile Manager. Certificate Hero will give each Profile a prefix showing the Year of the Policy Effective Date for ease of naming.
Set as Default: The user can set this LOB profile as default. A default LOB profile is pulled through during contract parsing when a contract requires a line of business.
For example, if a user creates two GL profiles, "GL Main (default)" and "GL Extra Coverages", if a user created a certificate using a contract that required general liability coverage, the "GL Main" profile would auto-populate on the certificate editor as the default.
Once the user completes these steps, the LOB creator will expand. The view will differ depending on the ACORD form and line of business selected.
An example of the ACORD 25 - Umbrella form:
An example of the ACORD 25 - Auto form:
Regardless of the ACORD form or LOB type, the LOB profile creator works the same. Any coverages Certificate Hero has mapped from the user's Agency Management System will pull through automatically.
The primary coverages will populate in their box on the ACORD form, and overflow policies and coverages will populate on the Certificate Hero 101 Policy Overflow page.
An example of the ACORD 25 - Umbrella policy:
An example of the Certificate Hero 101 Policy Overflow page:
As seen above, once LOB profile are created, they can be added to or removed from the Template Editor or Certificate Editor by clicking the "Add Policy" grey selector.
