Welcome to Vertafore Ideas!

Can we also include entries entered under Property Policy Level Coverages pull as a dynamic table? This is where we put all property forms and policy level limits.

The coverage forms section that was added is pulling coverage type, basis, retro date and first written date. We need the forms session that is going to pull form #, form name, description and edition date. Please let me know if I am missing something.

Thanks!


Amanda Plantenberg
Account Manager - Commercial Lines
P: (320) 259-3866 | TF: (800) 247-7016 | F: (855) 927-6655
amanda.plantenberg@northriskpartners.com | www.northriskpartners.com
622 Roosevelt Rd., Suite 240 | St. Cloud, MN 56301

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Hello all. Our first Forms table will be coming to the General Liability section in the next release on 10/8. We'll be continuing to add this table and mapping to Auto, WC, and Umbrella in the coming months.

This could be really helpful as we currently list out the various exclusions and policy highlights.