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Learn more: How to Submit Ideas
The order in which Subjects of Insurance are entered into AMS360 do not match the order in which they are displayed in the Premise Information and Subjects of Insurance table in the Commercial Property section in Proposal Builder. When mapping to the ACORD (Commercial Property application) in AMS360, the order matches the display within the policy. However, the PB order comes out jumbled. This creates an issue especially with larger schedules (ex: 50+ Locations) as agents would have to manually reorder each subject or export the table from AMS360 and import each set of subjects into tables in PB.
Product Version | Proposal Builder 24R3 |
This is most likely due to the grid not having a sort order column. The management system would need to be updated to provide a sort order in the grid.