Evidence of Insurance
Inputting:
1. Find the customer on the Client Services screen.
2. Click on the appropriate policy, so it is high-lighted.
3. There are 2 ways to access the Evidence of Insurance.
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 select "Forms Printing".
6. From the Forms window, click on Evidence of Insurance.
7. If the coverages were inputted correctly on the policy, they will automatically transfer to the Evidence. Enter any additional information necessary.
The additional interest will also transfer from the policy. However, if it was not inputted on the policy, follow these instructions to add:
1. To obtain the computer list, type in the first 1 - 4 letters of the additional interest name and TAB. The list will display. Click on your choice and AgencyToday will automatically insert the name and address in the additional interest field.
2. To ADD a new Additional Interest to the list, select "Add New Lienholder". Type in the name and address of the Additional Interest.
3. The additional interest/certificate holder's name and address may also be typed in direct for a one-time situation.
4. Save and Print.
Retrieving a Saved Evidence of Insurance
1. Find your client.
2. Click on the SAVED FORMS button at the bottom of the screen and select Evidence of Insurance.