Note: To access the Diamond Agency Administration program, you will need the authority, "Diamond Agency Admin," in the Run Executables list of authorities. Additionally, you also need the authorities to Add, Edit and Delete Plans (Agency Administration group).
If your company wishes to use this functionality, pre-installation and planning is necessary. Please consult your Insuresoft business analyst for additional information.
The Diamond Agency Administration program is used to establish different default coverage plans on a per agency / company / state / line of business basis. After establishing a coverage plan, you can select the plan on the Policy Detail screen when you choose the Change Coverages button / Coverage Plans button to apply coverages automatically instead of individually selecting each coverage.
To access Diamond Agency Administration:
Open Diamond from your desktop.
Right click the Diamond Agent caution sign in the bottom right corner.
When a pop up menu displays, click Agency Administration.
Once you have accessed the Diamond Agency Administration program, there are two (2) tabs:
Default Plans: Used to add, copy and delete coverage plans.
General: Allows you to set up a default "Bill Method" (e.g., Not Assigned, Agency Bill or Direct Bill) and establish a print location where policies, Dec pages, etc. are printed.
This tab is used to add, copy or delete coverage plans on a per agency / company /state / line of business basis.
Select the Default Plans tab.
From the Agency combo box, select the agency's name. This enables the Add Plan button. The Agency Code defaults automatically.
Click the Add Plan button to return the Enter New Plan Name screen.
Enter the name of the coverage plan.
Click Save.
This places the coverage plan in the Coverage Plans combo box.
If you enter a duplicate plan for an agency at any time, Diamond returns a validation message: "Plan name already exists. Use a different name." Enter a different name, and click Save.
After adding a plan to an agency, the company / state / line of business combo boxes are enabled.
Choose the agency / plan combination you are adding:
Company: Choose the company from the combo box.
State: Select a corresponding state. If only one (1) state is set up for your company, that state defaults when you selected company.
Line of Business: Choose the line of business for the coverage plan.
Select the Field combo box; choose from one (1) of the available coverages listed.
Default Value: Limits available for this coverage are displayed. Choose one (1) from the combo box.
The Save Default button is enabled. Click this button to save the plan. This adds the coverage / default limits to the list view at the bottom of the screen.
To continue adding coverages and default limits to the plan, repeat Steps 2 - 4. When finished adding the plan, click Save at the top of the screen.
To copy an entire plan:
On the Coverage Plans tab, select the Agency / Coverage Plans combination you are copying the plan from.
Click the Copy Plan button. This returns the Enter An Agency and Plan Name screen.
Coverage Plan: Enter the name of the Coverage Plan you are copying from.
Agency: Select the name of the agency you are copying the plan to from the combo box.
Company: Choose the company the agency is associated with.
State: Select the state.
Copy: Click Copy.
The Coverage Plans tab returns, showing the plan that was copied from.
If you only want to copy an individual coverage from one (1) plan to another:
Select the Agency / Coverage Plans combination you are copying the coverage from.
In the list view at the bottom of the screen, place a check in the box opposite the coverage you are copying.
Click the Copy Default button.
On the Please Select Plan to Copy Defaults To screen:
Select the name of the coverage plan to copy the coverage to.
Click Save. The coverage is copied to the plan specified.
SPECIAL NOTE! When copying a coverage, you can copy a coverage to a plan with a different version, but NOT a different line of business.
To delete a coverage plan in its entirety:
Select the Agency / Coverage Plan from their combo boxes.
Click the Delete Plan button.
Answer Yes to the question, "Do you want to delete this plan?"
The coverage plan is removed from the combo box for that agency. To save your changes, click Save at the top of the screen.
To delete a single coverage from a plan:
Access the Agency / Coverage Plan combination.
In the list view at the bottom of the screen, place a check in the box next to the coverage being deleted.
Click the Delete Default button.
The coverage is removed from the plan.
This allows you to set up a default "Bill Method" and print location for an agency.
Click the General tab.
Select the agency from the Agency combo box. Agency code defaults automatically from the agency's name.
Default Bill Method: Select from the combo box one (1) of the following: Not Assigned, Agency Bill or Direct Bill. If "Agency Bill" or "Direct Bill" is selected, the Bill Method defaults in the combo box on the Policy Control screen. If "Not Assigned" is selected, the Bill Method defaults blank.
Printer Type Option: Choose from the combo box.
Action After Policy Issuance: This determines what action takes place after a policy has been issued. Select from the combo box: "Leave Open (After Issuance)" or "Close (After Issuance.)"
Select Print
Location for Each Section: This determines the default print location
of the insured's printed copy of policies, Dec pages, etc.
Insured's Copy: Choose "Home Office" or "Agency;" defaults to "Home Office."
Memo / Third Party: Choose "Home Office" or "Agency;" defaults to "Home Office."
Agent's Copy: Choose "Home Office" or "Agency."
When finished, choose Save at the top of the screen.
To exit the program, click the Close button.