Vehicle Declaration Page Input: (Adding Policy Information)

1. Click on the ADD POLICY button. A pop down menu will appear. Select P.L. Vehicle Dec.

2. The cursor will be flashing in the Insurance Company field. Enter - Co.: Ins. Company abbreviation (3 digits.) When the Company code is unknown, type Z and TAB to access the Ins. Co. List. Click on the company of choice. AgencyToday automatically inserts Ins. Company abbreviation.

3. Policy number: When inputting New Business with no policy number assigned yet, you can leave this field blank. After all information is inputted and saved, AgencyToday will insert the insured's client number into the policy number field. It is important to complete this procedure properly for accounting identification.

4. Billing: Defaults on "D" for direct bill. Can change it to "A" for agency bill.

5. Type: Enter the billing type. (This is an optional field.)

6. Pr: Enter the producer abbreviation (3 digits.) (There is a Pr2 field available if there is a second producer on this account.)

7. Terr: Enter the territory code.

8. Status: Click on the yellow box and a window will display the various status options. Click on the status that applies.

9. Effective dates: Example: Type numbers as 030292 and tab. AgencyToday will calculate the expiration date based on the system defaults of that particular Insurance Company.

10. Yr.: Enter the year of each car (2 digits.)

11. Make: Enter the make of car(s).

12. Model: Enter the model type of car(s).

13. VIN: Enter the VIN number of car(s).

14. Sym: Enter the symbol of each car.

15. A/M/S: Enter the (Age/Marital Status/Sex). For example, enter a 35 yr. old single female as 35SF.

16. Mo/Yr/Lic: Enter the month and year the driver was licensed.

17. Class Code: Enter the driver classification code assigned to this vehicle.

18. Ann. Mi.: Enter the annual mileage this vehicle is driven.

19. Points: Enter the number of points.

20. Cost: Type in the dollar amount. (i.e., 10,000 type as 10000)

21. Coverages: Enter the coverage limits. Examples: If the limit is 100,000 type in as 100. If the limit is 50,000 type in as 50. (Exception: For medical coverage, type out as 500, 1,000, 5,000, 10,000.) *Note: Under the Special Equipment section is a blank box. This is for any additional information/notes that apply to the customer. Click into the box for entry.