Diamond provides many transaction options, such as entering a quote (Quick or Full) or new policy, processing Endorsements and Out of Sequence Endorsements, different types of policy cancellations, non-renewals and reinstatements to name a few. Each policy transaction creates an "image" of the policy. The type of image created, pending or quote, depends on the policy transaction being performed.
When a "Non-Pending" policy is loaded, a Transaction Links section is displayed in the left panel of the screen. You can expand the section by using the down arrows to choose the type of transaction you wish to process. Available Transaction Types are displayed based on each user's individual authority as well as the status of the policy.
Please Note! On the Transaction Information screen, the Remarks field can have a default remark set for the corresponding Transaction Reason so that every time one (1) of the transactions / transaction reason is selected, the Remarks field automatically defaults with a pre-determined comment. For example, let's say you are doing an Endorsement and the Transaction Reason is "Change Coverage." Once "Change Coverage" is selected, the Remarks field defaults with the comment "Per Your Request." You can erase the default remark and add your own remark, if necessary. When overriding the default Remark, an Undo Arrow button is displayed. You can make up to five (5) different changes and cycle through if these were incorrectly overridden.