FAQ ID # 154

ItcDataServices.com

Last Update : 2009/09/03
Rating : Not Rated
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Question / Issue
What does the Pre-Fill option do?

Answer / Solution

Pre-Fill:

The Pre-Fill option allows you to import basic information about your insured into the program from your agency management system from your ACORD 125 and 140 applications.

  1. Browse for the PDF or Excel file to upload information from your agency management system into TurboStorm.  Specific information that will import:
    • Name and mailing address of the insured
    • Effective date
    • AOP Deductible
    • Location mailing addresses
    • Construction
    • Limits for Building, Contents, Business Income/Extra Expense
  2. Select your agency management program from the dropdown list.
  3. Click on the Start Process button.

 


Attachments
Pre-Fill button.pdf (39.2Kb)
Pre-Fill screen selections.pdf (21.3Kb)


Direct Link to This FAQ
http://www.itcdataservices.com/support/trfaq/?f=154

Tags
Pre-Fill agency Management system
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