Navigation Pane

Once an application has been submitted on the Employee Web, users will see a Navigation Pane located on the left side of the Policy Information screen. Depending on the status of the policy (New Business or Active), there are collapsible sections where users can see or do additional functions. Using the up or down arrows opens or closes each section. Depending on a user's authority rights, they may or may not see or be able to access some of the functions.

My Navigator

For a "New Business" policy, this allows users to logically enter information (drivers / applicants, vehicles / property - depending on the line of business), underwriting information, policy level information, coverages, billing information and view a summary of the policy prior to issuance by selecting the corresponding link. For "Active - In Force" policies, users can select any of the links to view the detail.

Quick Links

Located at the top of the Navigation Pane is the Quick Links section.

• Policy: Allows users to view all of the policy information.
• Billing: Launches the Statement Display screen. Users can view Pay Plan information, next activity on a policy and balance due. Additionally, they can perform various billing functions, such as make payments, adjustments or transactions, see future billing activity and accounts receivable information.
• Claims: This lets users add or view claim information on the policy.
• Attachments: Users can add items such as forms or letters specific to a client's policy. Policy attachments may include items such as ACORD forms originally submitted with the application, an MVR, statement of odometer reading, legal letter, photos etc.
• Notes: Additional information for a specific policy, such as notations regarding driver, vehicle or policy coverages can be entered here. These can either be just notations or Sticky Notes, which will appear above the Quick Links Pane when added.
• Rule Exceptions: For future use.

More Links

• Policy History: This lets you see ALL of a policy's history from its inception, transactions, future transactions and any out of sequence activity.
• Future Events: If an Automatic Manual Cancellation and Notice, Automatic Non-Renewal, Non-Renewal and Non-Renewal Notice have been issued, users can select this tab to delete those transactions.
• Forms: Shows users all forms attached to the policy. Forms can also be added here if needed.
• Tasks: If any tasks are associated with the policy, a number is displayed. Selecting the Tasks link takes you directly to the Task List to review / perform the tasks listed. Here, you can also add a Diary item or "recurring" Diary item and assign it to yourself or another user.
• Print History: Displays all forms attached for printing to the policy. Users can selectively print one form (by placing a check mark in the Image field opposite the form) or you can print all forms.
• Summary: This displays a one-screen summary of any policy activity, such as date of new business submission, date cash applied, date notes added, the user initiating the activity, brief description. At the top of the screen, you can choose the type of activity you want displayed by selecting the check box opposite it. The default is all check boxes are selected to display all activity.
• Client: This launches the Client screen, where users can see policy, billing or claim information. They can also add attachments, notes and contact information. If they wish to see more detail (and have the authority) on the policy / claim, they can select the folder opposite the policy number.
• Summary of Changes: This link is only shown for an image of a policy that can be compared to a prior image. Diamond compares all data fields on the selected image to the same data fields from the prior image. All changes, additions and deletions are shown in a tree view on the Summary of Changes. The tree view defaults to fully expanded. Out of Sequence images with the status of Q (Pending OOS), R (Reapplied), X (Void Due to OOS Cancel) or Z (Offset Due to OOS Cancel) are not considered prior images and will not be compared. The only statuses where the Summary of links are shown are those which are A (Active), H (History), F (Future) and P (Pending). Pending images can be configured to show or not show. Any grid item that can be expanded is shown in blue text and can be selected to expand.

Transaction Links

Depending on a policy's status, opening the Transaction Links section displays the different types of transactions that can be done on a policy. For example, if this is an "Active In Force" policy, transaction links shown are: ABT Cancel Rewrite, Automatic Manual Cancellation, Cancellation, Cancel Rewrite, Endorsement, Endorsement Quote, Non-Renewal, Renewal, Renewal Underwriting, etc. If this is a "Cancelled" policy, transaction links shown would be Reinstatement or Rewrite.