The Miscellaneous node is active on an agency that has been saved or is being edited. It is used to hold other information related to the selected agency.
The Miscellaneous tab contains five (5) sections:
The Other Carriers in Agency section allows you to assign other carriers to an agency.
Select Add Other Carrier to return the Select Other Carrier screen.
Select the carrier from the combo box.
Choose Save.
Repeat these steps to add any other carriers.
Note: "Other Carriers" that appear in the combo box are set up in Diamond Administration / Agency Setup / Other Carriers.
To enter or select other agency criteria:
Number of Manuals: The number of system manuals sent to the agency.
Rating Disk: Select the rating disk type from the options available in the combo box. Example: "3-1/2" and "5-1/4."
VIN Lookup Check Box: Selection indicates access to VIN Lookup functionality.
Override MSB Renewal Roll On: When selected, this uses the agency's rates. When unchecked, the MSB factor is used for Renewals for this agency.
Automatic Credits: When selected, this turns on the AACS (Automatic Application of Credits & Surcharges) factor for new business for this agency.
Disable Automatic Credits: When selected, this turns off AACS (Automatic Application of Credits & Surcharges) for Renewals for this agency.
The Agency Management System section is used to enter information on the type of system the agency operates their business with.
Description: Select the appropriate agency management system from the options in the combo box.
Version: Version of the management system.
System Contact: Choose the System Contact link to return the Edit System Contact screen. The Edit System Contact screen requires the same entries as the Edit Name screen found in many other functions of Diamond. Enter the necessary name and contact information and select Save to record the data and return the Agency Management System section.
The Errors and Omissions Tracking section allows you to track E and O at the agency level. Here, you can save and edit Error and Omission information:
Fields include:
E and O Policy In File: Selecting the field places a check mark in it indicating an E and O policy exists; defaults blank.
E and O Policy Expiration Date: Entry format MM/DD/YYYY. Enter the date of the E and O policy expires; defaults blank.
E and O Claim Limit: Enter the policy's claim limit amount; defaults blank.
The DOI Status / Communication section allows you to capture information to track licensing information with the Department of Insurance.
Fields include:
DOI Status: Select from the combo box the agency's status.
Affiliation: Depending on the selection made in the DOI Status field, choose the corresponding affiliation.
Electronic Policy Forms: Placing a check mark in this field indicates use Jet form printing to format daily output for email instead of a paper copy.
Electronic Commission Statement: If checked, this indicates that Jet form printing is used to format monthly commission statements for email instead of a paper copy.
W9 On File: If selected, this field is used to indicate a W9 form is on file.