Allow Special Quote Requests checkbox 38 Index Always Down rounding style 19 Always Up rounding style 19 Amount / Percentage field 134 Amount field 129, 134 A Amount or Rate 158 Accept All Changes option 104, 105, 106, 119, 120, 121, 124, Amount or Rate field 102 125, 126, 130, 131, 132, 135, 136, 137 97 Associated Document Action column 144 Associated Document panel 94 Actions panel 109, 111, 113, 114 Associated Document window 94 checkbox 9, 20, 77, 85, 98 Active Attach Insurer 13 Active status 4, 5, 7, 9, 10 Attachment 158 Add & Close button 3, 50, 62, 68, 76, 84, 94, 96, 114 Attachment and Limit 158, 159 Add & New button 114 Attachment field 102 Add button 3, 17, 50, 54, 62, 68, 76, 84, 94, 96, 114 Attachment Type Item field 41 Adding a Distributor 65 Attachment Type column 41 Adding a Document or Form 89 Attachment Type Setting window 41 Adding a Quote Option 52 Attachment Type Settings panel 41, 42 Adding a Tax or Fee 123 field 31 Attachments Adding an Insurer 59 Attachments panel 75 Adding an Insuring Condition 117 Automatic Field Evaluations panel 46 panel 142 Additional Information Automatic Processing 44 Additional To field 82 Automatic Processing page 44 Adjustment Quote Validity Period field 45 Automatic Quote Expiry (Lost Quotes) panel 45 Adjustment transaction 38, 45 Automatic Renewals panel 44 Adjustment transaction type 34 Automatic source 25 Adjustments 149 Automatically Generate Document checkbox 92 Agency Bill checkbox 67 panel 41 Available Fields All client type 20 B All Premium Types option 118 Backdating Tolerance field 34 Allow Adjustments checkbox 38 page 54 Billing - Payment Plans Allow Backdating Tolerance checkbox 34 Billing Information panel 66, 67 checkbox 38 Allow Declarations Billing Settings panel 39 Allow Installments checkbox 142 Bind action 112, 113 Allow Insurers to Create / Edit Clients checkbox 38 Bind Date option 141 Allow Manual Override checkbox 80, 81, 82, 85 Bind Requested status 113 Allow Online Payment checkbox 39 Bind Validation validation type 112 Allow Out of Sequence Endorsements checkbox 38 status 38, 92, 93, 112, 139
Index A Accept All Changes option 104, 105, 106, 119, 120, 121, 124, 125, 126, 130, 131, 132, 135, 136, 137 Action column 144 Actions panel 109, 111, 113, 114 Active checkbox 9, 20, 77, 85, 98 Active status 4, 5, 7, 9, 10 Add & Close button 3, 50, 62, 68, 76, 84, 94, 96, 114 Add & New button 114 Add button 3, 17, 50, 54, 62, 68, 76, 84, 94, 96, 114 Adding a Distributor 65 Adding a Document or Form 89 Adding a Quote Option 52 Adding a Tax or Fee 123 Adding an Insurer 59 Adding an Insuring Condition 117 Additional Information panel 142 Additional To field 82 Adjustment Quote Validity Period field 45 Adjustment transaction 38, 45 Adjustment transaction type 34 Adjustments 149 Agency Bill checkbox 67 All client type 20 All Premium Types option 118 Allow Adjustments checkbox 38 Allow Backdating Tolerance checkbox 34 Allow Declarations checkbox 38 Allow Installments checkbox 142 Allow Insurers to Create / Edit Clients checkbox 38 Allow Manual Override checkbox 80, 81, 82, 85 Allow Online Payment checkbox 39 Allow Out of Sequence Endorsements checkbox 38 Allow Special Quote Requests checkbox 38 Always Down rounding style 19 Always Up rounding style 19 Amount / Percentage field 134 Amount field 129, 134 Amount or Rate 158 Amount or Rate field 102 Associated Document 97 Associated Document panel 94 Associated Document window 94 Attach Insurer 13 Attachment 158 Attachment and Limit 158, 159 Attachment field 102 Attachment Type Item field 41 Attachment Type column 41 Attachment Type Setting window 41 Attachment Type Settings panel 41, 42 Attachments field 31 Attachments panel 75 Automatic Field Evaluations panel 46 Automatic Processing 44 Automatic Processing page 44 Automatic Quote Expiry (Lost Quotes) panel 45 Automatic Renewals panel 44 Automatic source 25 Automatically Generate Document checkbox 92 Available Fields panel 41 B Backdating Tolerance field 34 Billing - Payment Plans page 54 Billing Information panel 66, 67 Billing Settings panel 39 Bind action 112, 113 Bind Date option 141 Bind Requested status 113 Bind Validation validation type 112 status 38, 92, 93, 112, 139
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