Company Holidays

Note: You must have the authority, "Holiday Setup," (Company Configuration group) to access, add, edit & delete holidays.

If your company is closed for specific holidays and you want to extend your Cancellation Dates or Legal Cancellation Dates because you will not be processing any printed forms, setting up the Company Holidays here allows you to indicate the closed dates.

When adding a holiday, you will have the ability to set up a company to extend the legal cancellation date. To establish holidays for your company, choose Company Holidays from the Company Configuration Tool Tree View.

Click Add.
Holiday's Description: Enter the holiday's name.
Holiday Date: Enter the date; format MM/DD/YYYY.
Save.

The holiday is added to the Holidays Grid View. Repeat the steps to add the remaining holidays.

Editing a Holiday

If changing your holidays from one (1) year to the next:

Highlight the holiday in the Grid View.
Select Edit or double click the holiday.
When the Edit Holiday screen displays, change the date.
Click Save.

Deleting a Holiday

To delete a holiday:

Highlight the holiday in the Grid View.
Select Delete.
Respond Yes to the question: "Delete selected holiday?"

The holiday is removed from the Grid View.

Things to Keep in Mind...

There is a company / state / lob setup field that allows gives your company the ability to extend the Legal Cancel for holidays or extend the Final Cancellation for holidays. You can contact Insuresoft to have this configured for your company.
Diamond schedules Legal / Final dates ahead of time; it schedules them when the bill actually generates. If you add holidays to the system the day BEFORE the actual holiday, Diamond's holiday scheduling does NOT change any policies that already have the Legal / Final cancel dates set. Holidays should be added ahead of time for this functionality to work.
If you want to extend the dates for all legals for all states, you can use the Cancellation Extension feature in Diamond Administration / Billing.