Deleting an Insuring Condition 120 Effective Period panel 15 Description 15, 22, 49, 53, 55, 72, 77, 79, 85, 91, 129, 134 E-mail Address field 73, 80 Destination Status column 144 E-mail Configurations 71 Details 12 E-mail Configurations page 71, 78, 86, 87 Discount or Surcharge 156 E-mail Configurations 71, 78, 79, 86, 88 Discount or Surcharge rate type 102 E-mail History View Criteria panel 76 Display Valid Until Date With Same Day & Month as Effective E-mail Template field 73, 80 Date 164 field 79 E-mail Templates Display Valid Until Date With Same Day & Month as Enable Automatic Renewals checkbox 44 Effective Date checkbox 15 Endorsement Quote Validity Period field 45 Distributor Code field 66 Endorsement transaction 45 Distributors 65 Endorsement transaction type 34 Distributors page 65, 68, 69 Enforce Maximum Term Duration checkbox 35 Distributors 65, 69, 70 Enforce Minimum Term Duration checkbox 34 Distributors tab 10 Export Policy to Genoa option 139 Document Name column 97 External Code field 15 Document Name field 91 External Rating Engine field 18 Document Template column 97 External Referral Engine field 18 field 91, 94 External Services 139 Document Template Document Template Management page 92, 94, 98 External Services page 139 Document Templates menu item 91 External System Mapping panel 18 Document to Upload field 96 External System panel 139 Documents / Forms 89 F Documents / page 89, 96, 98 Field Evaluation Rule field 46 Documents field 75 Evaluation Rules 46 Draft status 4, 7, 14, 15 Field field 26, 28, 77, 85 Driver 158 Field Value address source 73, 80 field 102, 124, 129, 134 Driver Field Value option 34 E First of Next Month option 34 Effective Coverage Period Settings panel 33 Flat Amount 155 panel 33 rate type 101 Effective Covergare Period Settings Flat Amount Effective Date 33, 34, 164 Form control type 37 Effective Date and Valid Until Date 163 Frequency checkboxes 142 Effective Date field 15, 16, 34, 36, 104, 119, 124, 129, 135 From a Field source 26, 28 Effective Date fields 114 From Address 73, 80 Effective Date option 141 From Address Field field 73, 81 Effective Period 164, 165 From 73, 80 Effective Period fields 91
Deleting an Insuring Condition 120 Description 15, 22, 49, 53, 55, 72, 77, 79, 85, 91, 129, 134 Destination Status column 144 Details 12 Discount or Surcharge 156 Discount or Surcharge rate type 102 Display Valid Until Date With Same Day & Month as Effective Date 164 Display Valid Until Date With Same Day & Month as Effective Date checkbox 15 Distributor Code field 66 Distributors 65 Distributors page 65, 68, 69 Distributors 65, 69, 70 Distributors tab 10 Document Name column 97 Document Name field 91 Document Template column 97 Document Template field 91, 94 Document Template Management page 92, 94, 98 Document Templates menu item 91 Document to Upload field 96 Documents / Forms 89 Documents / page 89, 96, 98 Documents field 75 Draft status 4, 7, 14, 15 Driver 158 Driver Field field 102, 124, 129, 134 E Effective Coverage Period Settings panel 33 Effective Covergare Period Settings panel 33 Effective Date 33, 34, 164 Effective Date and Valid Until Date 163 Effective Date field 15, 16, 34, 36, 104, 119, 124, 129, 135 Effective Date fields 114 Effective Date option 141 Effective Period 164, 165 Effective Period fields 91 Effective Period panel 15 E-mail Address field 73, 80 E-mail Configurations 71 E-mail Configurations page 71, 78, 86, 87 E-mail Configurations 71, 78, 79, 86, 88 E-mail History View Criteria panel 76 E-mail Template field 73, 80 E-mail Templates field 79 Enable Automatic Renewals checkbox 44 Endorsement Quote Validity Period field 45 Endorsement transaction 45 Endorsement transaction type 34 Enforce Maximum Term Duration checkbox 35 Enforce Minimum Term Duration checkbox 34 Export Policy to Genoa option 139 External Code field 15 External Rating Engine field 18 External Referral Engine field 18 External Services 139 External Services page 139 External System Mapping panel 18 External System panel 139 F Field Evaluation Rule field 46 Evaluation Rules 46 Field field 26, 28, 77, 85 Field Value address source 73, 80 Value option 34 First of Next Month option 34 Flat Amount 155 Flat Amount rate type 101 Form control type 37 Frequency checkboxes 142 From a Field source 26, 28 From Address 73, 80 From Address Field field 73, 81 From 73, 80
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