Note: Users need the following authorities to access this function: "Diamond Agency Admin," (Run Executables group) and the Add, Edit, Delete Plan (Agency Administration group).
The Coverage Default Plan Management is accessed from the Admin Menu on the Agency Web. (Note: This function is not available on the Employee Web.) It is used to establish different default coverage plans on a per agency / company / state / line of business basis; however, if only one (1) default plan exists for the company / state / lob / agency, then it defaults coverages automatically to that plan.
Click the square icon in the column next to the Title to begin adding a plan:
Company / State / Line of Business: Select from the combo boxes.
Effective / Expiration Dates: Add the beginning and ending dates for the coverage plan; entry format MM/DD/YYYY.
Title / Description: Enter a meaningful title / description.
Active: Place a check mark in the box to make the coverage plan available.
Automatic Assignment Type: Used to automatically add agencies to the plan when they are added through Administration.
Allow Customization: For future use.
Perform Rate: When selected, the system will automatically rate the quotes / policies using the plan's coverages so users can see what the premium would be if they select that plan.
Once your entries and selections have been made:
Update: Select to add the plan.
Assignment Type: Opposite each agency listed for the company / state / lob, an "Assignment Type" is displayed; defaults to "Include in Plan." To change the value so the agency is excluded, click the Include in Plan link once. This changes the assignment type to "Exclude from Plan."
Exclude All / Include All: To collectively change all agencies to include or exclude the plan, select the appropriate link. (Note: This is a bit confusing...clicking "Exclude All" changes the Assignment Type to "Include All." When clicking "Include All," this changes the Assignment Type to "Exclude All.")
Include Closed Agencies: Place a check mark to include agencies that have been closed.
The Coverage Information section at the lower part of the screen the screen displays all coverages for the line of business the plan is being added for. Opposite each coverage you wish to add to the plan:
Pencil Icon: Click.
Coverage Type: Select a value from the combo box.
Display on Summary: In C0, leave unchecked. For other implementations, this must be configured prior to use.
Update: Click to add the coverage type / value and return to the main screen.
When finished adding all coverages / values, select Save. A validation is shown: "<Name of Coverage Default Plan> successfully added." Click OK. The plan is displayed in the grid view.
Let's say you have added a coverage default plan called, "Minimum Limits" for personal auto. Once you have added the driver and vehicle information, you select the Coverages Tab.
Special Note: If more than one (1) plan exists, the Coverages screen displays a capsule summary of any additional coverage plans that have been entered in the Coverage Summary / Available Plans section. You can toggle to the other plans and then select the Coverage Detail down arrow to view. By highlighting the plan you wish to use and selecting the Quote Tab, this will calculate the premium for the plan that you chose.
The plan is removed from the Grid View.