We are recording the session today. If you need to leave or want to review the content again, we'll be getting a link with the recording out to you within 24 hours.

Where can I get a lost of Acord Standard names for policy type? I have a lot of clean up to do, we have many versions of Business Auto. Probably best to change all to the standards.

List, not lost :)

How do I delete the policy titles in the client file so it is not available for agents to choose. My company set up is correct. Also, can downloads create new policy titles?

If we name the type CONDO will it effect downloads? Would downloads know that it is a CONDO and not a HOME?

Progressive's default for motorcycles is "AUTOP" - do you recommend a custom title for motorcycles?

Can downloads create a policy title?

If you don’t want to answer this now, I’ll call in to Support. IF you have a BOP policy and have the GL PROP & WORK all included mine shows OTHER as the main TYPE, I want it to show BOP and I can’t find where to fix this????

it is under the policy title

I believe you can access what she is looking for under LOB

& yes, what Audrey said

I got it FIXED!!!!!

Is there a way to have 1 company name across state lines? HS tells us we have to have a custom company name, but then we have to add the companies together for reporting.

Would you want to Delete the company that is not as built out as the other one?

We would use programss to distinguish

We use Program Name for the underwriting company. Like Hanover > Citizens, or Hartford > Hartford Indemnity, or Progressive > United Financial

Some of our business are pulling under the main named insured instead of business How do we fix this?

is type set as individual?

I have that same problem

Same here

Do we need to Uncheck the Main Contact box and only put the relationship as Main Contact??

If type is individual or blank that might be it.

When I search the business I get only the business, but when I search for them individually I get both contacts

can you add the email in the layout and do the same thing? right?

if we have a direct line to a business, that we might get any one to answer at, how should we link that? So I have direct dials for Joe Bill and Mary, and then I have the main line for Joe's Chop Shop that isn't linked to any one person.

perfect - thank you!

yep -

Or we have an office main line with several direct dials for the contacts - thank you!

We use this a lot for children you are taking care of elderly parents and they are now the main contact for the policies. Put the child's name in the description.

Multiple downloading companies appear to duplicate profiles by adding drivers into profiles.

Wendy I was going to say the same thing....would the data patch work for that

How do you get to this advanced report and how do you save your report template?

Can you batch replace the city name? I am not seeing it as an option.

with massive cleanup, how important to do freshen indexes frequently....ok for after every couple clean up or really needs to be done after each change?

for premium, do you include agency fees, surplus taxes, broker fees, carrier fees?

Great question

@ Kristine - I do

This is a question that I was going to have next week.

Thank you Stephen & Jennifer! See you next week :)

Will love to hear next week about the best practices for premium reporting,,,,thank you!!!

I'm moving next week so I won't be on but will be watching for the recording - I know that has to impact a ton when working with E&S or charging agency fees, so having a streamlined "this is what you do no matter what" would be ideal. Best practices is the foundation for that!

thank you Stephen and Jennifer! See you next week :)

Will the links to the recorded videos be available for awhile?

Thank you!

Thank yOU!!!!!

Ithanks!!