add a section for Cyber liability into Proposal Builder

rapidly growing line of business-need to be able to include it into Proposals made in Proposal Builder

  • Guest
  • Aug 25 2021
  • Existing Feature
  • Attach files
  • Eric Hill commented
    September 13, 2021 22:42

    Hey Sarah! Thanks for the feedback. Proposal Builder already supports Cyber Liability based on how the LOB is set up in AMS360. For the vast majority of agencies, the Cyber Liability Line of Business is set up with the General Liability "System Data Entry" (which just means that it uses the GL data fields). So in Proposal Builder, you need to set up a new Section that first ties to the General Liability Data Entry, then the Cyber Liability LOB. I've attached a screenshot to illustrate what I mean, and we have a DYK Video covering this topic in more detail here: https://help.vertafore.com/ams360/content/releasenotes/2019/proposal_builder/didyouknowpb.htm and is listed as "Understanding AMS360 Data Mapping".