I'll join audio and video in a couple of minutes. :-)
Just an FYI, we are recording this workshop and will send you a link to the recorded webinar within 24 hours.
Are the endorsement under LOB only for premium bearing endorsements?
No, they can be premium bearing and non-premium bearing. :-)
Nikki, do you use a coverage line to note retro dates by policy as well?
Adding the Retro Date to the Account # field (if not otherwise used) makes for an easy way of seeing the retro date. As another option, it can be a coverage line for the line of business. Either way would be reportable.
At some point today, I would like to see how you can use a single Acord 125 and make it applicable when you need to add new policies... rather than having to recreate the 125 each time. Also, how do you keep track of changes when you need to change the Acord, but you always want the old versions saved?
Josh, I will add this for Q & A at the end of the presentations, if not otherwise covered.
TIP: If anyone wants/needs the Eddie Example file for practice and/or training purposes, the HawkSoft Support Team can provide you with it.
I believe HS support can help with that. :)
Our Product Support is always happy to help!
Downloads will NOT overwrite data in an ACORD Form or Application! (Yay!)
Malena - can you please show where to turn on Policy Snapshot in General Configuration, and how to over-ride on a carrier level?
Can you show us how you got to this comparison?
Where do we find the snapshot again?
A snapshot is a "image" of what the policy looked like immediately AFTER a change was made.
Turn Snapshot ON in General Configuration
Can over-ride on a carrier level through Policy/Company Setup
Right-click on the Snapshot in Attachments and "Compare" to see comparison.
yes it did
thank you love the snapshot!
Why do you put Cert Holders here and not inside the Print/Create cert holder section?
Lynnette - they go into both places. :-) This is a "rolodex" of common certificate holders. Also for loss payees, mortgagees, and AI's.
I hope that makes sense - it is an internal, agency-specific, rolodex.
Anything added to the Additional Interests Database can be used on this client and/or policy, but also any other client and/or policy. :-)
Tom can you go over quickly how to add specific ENDT like the Waiver of Sub, AI ETC
Thank you Tom.
How do you add the waiver in attachments?
You would have to pull the endorsement from the policy, label it and pull into attachments.
Lynette, we use HawkSoft Virtual Printer to get just that specific page :-) It's one of my favorite things
AWESOME TIP Malena!
Thank you Malena - great tip!
You can use HawkSoft Virtual Printer to merge multiple documents together. It is awesome!