The Status and Binder Number display in the Customer/Policy Transaction/Form Tree for tracking purposes.AMS360 performs the following functions automatically for you:.From the menu select eForms > Binder > Extend.In eForms Manager select the Binder that you want to extend.You can extend a Binder and AMS360 will perform several functions automatically. The editable areas of the form turn light blue. Then click Edit on the toolbar, or from the menu click File > Edit. To make changes to the Binder, select the area of the form you want to edit, from the Customer/Policy Transaction/Form Tree.The ACORD Binder appears in place of the selection form. When you have made your selections click the Create/Refresh Forms.Create and/or select the interest(s) from the list that you want to create the Binder for. This opens the Add/Edit Additional Interests form. Click Refresh (in the toolbar) if necessary. From the eForms Manager select the policy number and effective date.Use the following procedure to create a Binder without risk information from a policy: The new Binder appears in the Customer/Policy Transaction/Form Tree. When your changes are complete click Save or Save and Close.The data is not saved in the policy database and does not flow back to the policy data entry form. The data you type on the form is saved with the form in eForms Manager. On the Customer/Policy Transaction/Form Tree, select the area of the form you want to edit, then click Edit on the toolbar.When you have made your selections click Create/Refresh Forms.This opens the Add/Edit Additional Interests data entry form. Select the risk(s) from the list that you want to appear on the Binder by clicking the Select box to select it.To select multiple lines of business hold down while clicking each line of business.
Select the line(s) of business from the list and click Load Risks.The expiration date (Exp Date) of the binder defaults to one month later. The effective date and time of the selected policy transaction defaults to the Eff Date and Eff Time of the binder. Verify or select a Form, and enter a Description.The Binder Selection data entry form appears. From the eForms Manager select a policy number and effective date.Use the following procedure to create a Binder with risk information from a policy:
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