Always Down rounding style 19 Index Always Up rounding style 19 Amount / Percentage field 130 Amount display option 39 Amount field 125, 130 A Amount or Rate 154 Accept All Changes option 100, 101, 102, 115, 116, 117, 120, Amount or Rate field 98 121, 122, 126, 127, 128, 131, 132, 133 93 Associated Document Action column 140 Associated Document panel 90 Actions panel 105, 107, 108, 109, 110 Associated Document window 90 checkbox 9, 20, 73, 81, 94 Active Attach Insurer 13 Active status 4, 5, 7, 9, 10 Attachment 154 Add & Close button 3, 52, 64, 72, 80, 90, 92, 110 Attachment and Limit 154, 155 Add & New button 110 Attachment 98 Add button 3, 17, 52, 56, 64, 72, 80, 90, 92, 110 Attachment Type Item field 42 Adding a Document or Form 85 Attachment Type Items column 41 Adding a Quote Option 54 Attachment Type Setting window 42 Adding a Tax or Fee 119 Attachment Type Settings panel 41, 42 Adding an Insurer 61 field 31 Attachments Adding an Insuring Condition 113 Attachments 71 Additional Information panel 138 Automatic Cancellation Finalization panel 47 78 Additional To Automatic Cancellation Initiation panel 46 Adjustment Quote Validity Period field 48 Automatic Field Evaluations panel 48 Adjustment transaction 38, 48 Automatic Processing 45 Adjustment transaction type 34 Automatic Processing page 45 Adjustments 145 Automatic Quote Expiry (Lost Quotes) panel 47 All client type 20 Automatic Renewal Initiation 45 All Premium Types option 114 source 25 Automatic Allow Adjustments checkbox 38 Automatically Generate Document checkbox 88 Backdating Tolerance checkbox 33 Available Fields panel 42 Allow Declarations checkbox 38 B Allow Installments checkbox 138 Backdating Tolerance 34 checkbox 39 Allow Insurers to Create / Edit Clients Billing - Payment page 56 Allow Manual Override checkbox 76, 77, 78, 81 Billing Settings 39 Allow Online Payment checkbox 39 Bind action 107, 108 Allow Out of Sequence Endorsements checkbox 38 Bind Date option 137 Allow Quote Versions checkbox 38 Bind Requested status 108 Allow Special Quote Requests checkbox 38 Bind Validation validation type 107
Index A Accept All Changes option 100, 101, 102, 115, 116, 117, 120, 121, 122, 126, 127, 128, 131, 132, 133 Action column 140 Actions panel 105, 107, 108, 109, 110 Active checkbox 9, 20, 73, 81, 94 Active status 4, 5, 7, 9, 10 Add & Close button 3, 52, 64, 72, 80, 90, 92, 110 Add & New button 110 Add button 3, 17, 52, 56, 64, 72, 80, 90, 92, 110 Adding a Document or Form 85 Adding a Quote Option 54 Adding a Tax or Fee 119 Adding an Insurer 61 Adding an Insuring Condition 113 Additional Information panel 138 Additional To 78 Adjustment Quote Validity Period field 48 Adjustment transaction 38, 48 Adjustment transaction type 34 Adjustments 145 All client type 20 All Premium Types option 114 Allow Adjustments checkbox 38 Backdating Tolerance checkbox 33 Allow Declarations checkbox 38 Allow Installments checkbox 138 Allow Insurers to Create / Edit Clients checkbox 39 Allow Manual Override checkbox 76, 77, 78, 81 Allow Online Payment checkbox 39 Allow Out of Sequence Endorsements checkbox 38 Allow Quote Versions checkbox 38 Allow Special Quote Requests checkbox 38 Always Down rounding style 19 Always Up rounding style 19 Amount / Percentage field 130 Amount display option 39 Amount field 125, 130 Amount or Rate 154 Amount or Rate field 98 Associated Document 93 Associated Document panel 90 Associated Document window 90 Attach Insurer 13 Attachment 154 Attachment and Limit 154, 155 Attachment 98 Attachment Type Item field 42 Attachment Type Items column 41 Attachment Type Setting window 42 Attachment Type Settings panel 41, 42 Attachments field 31 Attachments 71 Automatic Cancellation Finalization panel 47 Automatic Cancellation Initiation panel 46 Automatic Field Evaluations panel 48 Automatic Processing 45 Automatic Processing page 45 Automatic Quote Expiry (Lost Quotes) panel 47 Automatic Renewal Initiation 45 Automatic source 25 Automatically Generate Document checkbox 88 Available Fields panel 42 B Backdating Tolerance 34 Billing - Payment page 56 Billing Settings 39 Bind action 107, 108 Bind Date option 137 Bind Requested status 108 Bind Validation validation type 107
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