Commercial Property Section
How to Add a Property Section:
1. After completing and saving the General Information Application form/screen, click on the "Commercial Sections" menu and select Property Section.
2. AgencyToday will advise that there are currently no existing property sections and would you like to add a new one. Click on YES and AgencyToday will display the Property Section screen.
3. There are two pages of the property section. Utilize the TURN button on the screen to flip from one side to the next. You will be in EDIT mode and can TAB through or click directly into the various fields to complete this section.
How to Add Numerous Property Locations:
1. AgencyToday allows the ability to input an unlimited amount of property locations. The key part of this process is to utilize the PROPERTY LOCATION NAME field on the upper left side of the screen.
2. By inputting location addresses, names, numbers, etc. in the PROPERTY LOCATION NAME field this will allow you to return to each property location, therefore, allowing unlimited property location entries. After the first location has been input and SAVED, simply click on the DUPL button.
3. AgencyToday will make a mirror image of the information, you will be in the edit mode and ready to add the next property location. Repeat the same process to add each property location and remember to identify each by utilizing the PROPERTY LOCATION NAME field.
Displaying and Retrieving Property Sections:
1. From the Acord menu, click on Print/List Sections, then click Sections Listing Utility.
2. AgencyToday will display all sections by policy type and insured/location name. By double-clicking on the property/location name, AgencyToday will return to the selected property section/location.
Printing Multiple Property Sections (locations):
1. From the Acord menu, click on "Print List Sections".
2. After the list of property sections is displayed, hold down the CTRL (control) key on your keyboard. While holding down the CTRL key, click on each property section desired for printing, so they are high-lighted. To execute the printing of all the sections, click on the PRINT SELECTED ACORD FORMS button on the bottom of the screen.
Additional Interests/Certificate Recipients:
1. There are designated buttons on the Property Section screen to ADD INTERESTS, EDIT INTERESTS, DELETE INTERESTS, PRINT and SAVE Additional Interests/ Certificate Recipients.
2. To obtain the master list, type in the first 1 - 4 letters of the additional interest/certificate recipient's name and TAB. It is easiest to type in the first letter only and TAB to obtain a full list of all names beginning with that letter. The list will display. Click on the desired choice and AgencyToday automatically inserts the name and address into the additional interest/certificate recipient field.
3. To ADD a new Additional Interest to the list select "Add New Lienholder." Type the name and address again in one continuous line leaving one space in-between the name, address, city, state and zip code.
4. Click on the SAVE button designated for the Additional Interests/Certificate Recipients.
5. To edit or delete an existing Additional Interest/Certificate Recipient, first select the name from the list.
6. Click on the EDIT INTERESTS or DELETE INTERESTS button(s).
7. Please don’t forget to SAVE.