Binders
Accessing:
1. Find the customer on the Client Services screen.
2. Click on the vehicle/property policy that pertains, so it is high-lighted.
3. There are 2 ways to access the Insurance Binder.
4. 1st: Click on the FORMS button located two-thirds down on the screen.
5. 2nd: From the Functions menu at the top of the screen, AgencyToday will display another window of all the Forms Printing options as below. Click on the circle also known as a radio button next to Binder.
6. AgencyToday will display the Insurance Binder form on the screen.
Inputting:
1. Click on the radio button next to the appropriate car/lienholder or the appropriate mortgagee at the bottom of the screen.
2. AgencyToday will high-light the issue date of the Binder form to begin input. Tab through the Binder or use the mouse to click to a specific field. When tabbing to the last field at the bottom of the screen, AgencyToday will display the second half of the "Binder" form in the process or use the "Scroll" bar to view and/or input the second half of the Binder. Again you may click to a specific field to bypass having to tab through each field.
Aligning the Lienholder/Mortgagee Name:
By placing your cursor at the beginning of the name, address, etc. lines, use the enter key to drop the name, address, city, state and zip into proper sequence. (The purpose of maneuvering the lienholder name in this manner is to allow the flexibility of typing a lengthly name and/or address.) When all information is entered, click on the SAVE button on the right side of the screen.
Printing:
Click on the "PRINT" button on the right side of the screen.
A window will display the print options available. Click on the radio button next to the option of choice.
While the Binder is printing, AgencyToday will display a window asking "Do you want to add a diary item for this Binder?" If you need to put a follow-up or make a note pertaining to the Binder, click on the "YES" button. If not, click on the "NO" button.