Add Forms Information to Proposal Builder

We keep a lot of our notes in our Property, GL, Auto, Work Comp and Umbrella forms sections in AMS. We need these forms (number, name and description) to pull into the proposal builder

  • Guest
  • Apr 15 2021
  • Delivered
Product Version Online
Related Products AMS360
  • Attach files
  • Guest commented
    April 01, 2022 18:28

    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.

    Attachments Open full size
  • Guest commented
    October 20, 2021 20:22

    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

    CONFIDENTIALITY NOTICE: Information accompanying this transmission is considered to be confidential and/or
    proprietary business information. Consequently, this information may be used only by the person or entity to which it
    is addressed. Such recipient shall be liable for using and protecting the information from further disclosure or misuse,
    consistent with applicable contract and/or law. The information you have received may contain protected health
    information (PHI) and must be handled according to applicable state and federal laws, including, but not limited to
    HIPAA. Individuals who misuse such information may be subject to both civil and criminal penalties. If you believe you
    received this information in error, please contact the sender immediately.

    IMPORTANT NOTE REGARDING INSURANCE COVERAGE: North Risk Partners will not be deemed to have accepted any
    electronic communication unless North Risk Partners provides the sender with an affirmative acknowledgement
    verifying receipt and action upon the communication. Insurance coverage requested via electronic mail or
    text message is NOT legally binding until you have received direct confirmation from North Risk Partners.
    As a result, insurance coverage cannot be added, deleted or otherwise changed using the email and/or text
    message system unless and until it is confirmed in writing by North Risk Partners or your insurance carrier.

    0.png
    1.png
    Attachments Open full size
  • Eric Hill commented
    September 30, 2021 18:45

    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.

    Attachments Open full size
  • Guest commented
    May 14, 2021 15:51

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

    Attachments Open full size

Related ideas