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      How to Issue by Entering Insurance Clause/Requirements

      This method will allow you to enter the insurance clause/requirement verbiage into the Insurance Clause field. The system will parse the data and extract the required policies.

      To download a comprehensive step-by-step walkthrough, click HERE.

      This guide will review selecting the most common ACORD form, the ACORD 25.

      This walkthrough will guide you through the following items:

      • Updating the Named Insured
        • Selecting an Existing Named Insured 
        • Edit an Existing Named Insured 
        • Adding a New Named Insured 
      • Updating the Policies
        • Selecting an Existing Policy LOB
        • Edit an Existing Policy LOB
        • Adding a New Existing Policy LOB
        • Additional Insured and/or Waiver of Subrogation Boxes
      • Updating the Description of Operations
        • Language Library 
          Editing Language Library Templates 
          Create a New Language Library Template

      • Updating and Adding Endorsements

        • Endorsement Manager and Endorsement Form Library
        • Create an Endorsement
        • Endorsement Tagging
        • Actions Menus
        • Adding an Endorsement to a Certificate of Insurance
      • Updating the Signature
        • Selecting an Existing Signature 
        • Edit an Existing Signature 
        • Adding a New Signature 
      • Completing the Certificate
        • Assigning the Certificate 
        • Deleting a Certificate in Progress 
        • Saving as a Certificate Template 
        • Saving Certificate for Later 
        • Reviewing the Certificate
          Email the Certificate 
          Fax the Certificate 
          Certificate Issuance

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