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New! v3.15 Commercial Lines Forms
Dion Innes
#1 Posted : Tuesday, April 25, 2017 10:07:51 AM(UTC)
Rank: HawkSoft Representative

Groups: Employee Mod, General Mod
Joined: 9/28/2012(UTC)
Posts: 208

Was thanked: 6 time(s) in 6 post(s)
Angel Commercial ACORD form enhancements


Workers' Compensation ACORD 130

The following enhancements have been made to the ACORD 130 to increase the amount of information that automatically propagates from the client/policy, so that you can complete this form more quickly:

Contact Information section

Name field – A drop-down is now available from the Name field to enable users to select a name from the Contact Information in the client/policy. Once a name is selected, the Phone and E-Mail fields will be populated as well as the Name field, and additional drop-downs will be available to enable the user to select a different phone or e-mail from the client/policy.


Individuals Included/Excluded section

Name field – A drop-down is now available from the Name field in the Included/Excluded section to enable you to select a profile from the associated client/policy. Name, State, DOB, and Title/Relationship information will propagate.

Inc/Exc field – A drop-down is now available from the Inc/Exc field of the Included/Excluded section of the ACORD 130 to enable users to include or exclude the listed profile from the calculations.


Prior Carrier Information/Loss History section

The current and prior policy information for the selected policy will automatically be flooded to the Prior Carrier Information/Loss History section.


State Rating section

Class Code field
A new Workers' Comp Class Code list is now available from the Class Code field on the form. To use this drop-down list, rather than manually entering a code on the form, you will need to set up a customized list in CMS.

Customized Workers' Comp Class Code options
See Workers' Compensation Classification Codes for instructions on setting up your customized Workers' Comp Class Code list.



Commercial Insurance Application ACORD 125

Prior Carrier Information section
Based on prior commercial policies for the selected client, the following information floods from the client/policy information with the current policy listed first, followed by previous policies:

Carrier Name
Policy Number
Premium
Effective Date
Expiration Date

We have also “fixed” the way that company and named insureds information flow to the 125, showing the correct Company Name, DBA, and Named Insureds in the correct section.


Check out the What's New v3.15 to learn about other enhancements in the latest version!

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If you have a tip or trick that you'd like to see posted in our Tips & Tricks forum, please email dinnes@hawksoftinc.com.

Please include "Tips & Tricks" in the subject line.


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