FSC Midwest Knowledgebase

Knowledgebase Home > FSC Manager > Apps/Forms Knowledgebase Home
Search the Knowledgebase Browse by Category
Apps/Forms
1 | 2 | Next | »»
There were 40 questions found in this category:
  1. Access violation at address 007255A5 in module 'MIASSISTRUN_D4.BPL'. Read of address FFFFFFFF. This error occurs when trying to print an Acord form.
    This is a known error. MI is researching how to fix this at this time. This error occurs when there are more than one line of text in one of the fields and the text is automatically wrapping. Check fields like Remarks or the Describe Damage field if on the Auto loss form. Try saving between line...

  2. All policies downloaded from Progressive come in as Personal Auto policies.
    Progressive made a decision to handle their downloads this way. To discuss this issue further, the agency should contact Progressive.

  3. Applications are displayed on client screen, but not listed when trying to select them under the email option from clients.
    The only forms that can be emailed from the Management System are actual Acord forms. These forms are all created in a pdf format.There are several miscellaneous applications such as Personal Health Policy, Commercial Computer Policy, Commercial Farm Application. These forms are not created in a p...

  4. Can not enter a new operator on the Personal Watercraft application.
    Operator information must be entered on the Client's Family Members tab. That information will then carry over to the Add"l Interest / Operators tab of the Personal Watercraft application.

  5. How to change CSR field on several clients at once.
    Click Clients button on banner.Search for the records with the CSR code that will be changed .Click on Utilities button at the bottom of the locater.In Field to Change, select clients.csr .In Change Value to field, type in the 3 letter code of the new CSR.Click OK....

  6. How to check for Internet Email settings in Outlook and Outlook Express.
    How to check for InternetEmail SettingsOutlook Express Open Outlook Express Click Tools Click Accounts On the Internet Accounts window, click the Mail tab Highlight the mail account and click Properties Go to the Servers tab Check Account Name and Outgoing Mail (SMTP) Click Cancel and close out of a...

  7. How to copy an application
    In Clients, highlight the application and click on Copy App. A message will appear saying, "a future application was created-click ok." The entire applicatioin will be copied except for the company, policy number and status. The status will be inactive at this time. If the user has the local def...

  8. How to create a new application.
    All new applications are created from the Client's screen.Click on Clients icon on banner.Filter for the client and click on OK.On the Policy Applications tab, click on the New App button.Select the type of policy and click on OK.

  9. How to delete a certificate holder off of the Certificate of Insurance.
    Go to the Client screen.Click on the Forms tab.Put dot next to Certificate.Highlight the Certificate and click Open.Go to the Certificate Holder tab.Search for the correct certificate holder.Click on the minus button to delete this certificate holder....

  10. How to delete forms (certificates, binders, claims, evidence, changes)
    Go to the Apps button on the Banner. Put dot next to Forms-Non Apps. Highlight the form and click OK. Type in the name of the client and highlight the appropriate form. Click on Utilities button. Put check mark in Delete. Click OK. It will ask if you are sure you want to delete. Say ...

  11. How to disable the Adobe Acrobat splash screen that comes up when print previewing an application.
    In Adobe, Select Edit Select Preferences Select Startup Take the check mark out of the " Display splash screen" box Click on OK

  12. How to do certificates of insurance
    The first time a certificate is required, open up the client, and open the policy.At the top of the policy, click on the button for Certificate of Liability Insurance. This opens the form. Go to each tab and use the Select Policy button to pull information onto cert from policy.Go to the Certificate...

  13. How to fill out the following ACORD forms: Contractors Supplement, Professional Liability Supplement, Restaurant/Tavern Supplement
    All of these ACORD forms are located on the Business Owners Package policy. Open up this policy and go to the tab called "Spec Prog/Prior Policy". There is a button for each of these forms. This will always open up a new form. To open a form that was previously filled out, go to the "Apps" button o...

  14. How to find an existing form (cert., change form, etc.).
    There are two ways:Option #1
    Click on Clients button on Banner.Filter or search for the client and click OK.Go to the Forms tab.Put a dot in the type of form you wish to see.Highlight the form and click on Open.Option #2
    Click on Apps button on the Banner.Click on Forms-Non-Apps.Select the for...


  15. How to print a blank Acord application or form.
    Click on Apps on the Banner.Click on Blank Forms button.Select an application type.Click on the Print button.Select the printer and Print.

  16. How to print the boats, motors, trailers, equipment, rec vehicles, mobile homes, attached forms, or scheduled property on a homeowers application
    These items are not part of the ACORD homeowners application. To print them: 1) Click on Schedules at the top of the application. 2) Make sure Print has a check mark and 3) Select the item to print or all schedules. At this time, these can only be printed, they cannot be emailed....

  17. How to process a renewal.
    How to do a renewal on an application that has NOT had a first time billing setup doneGo to the client screen.Open the application that needs to be renewed. Change the effective/expiration date.Click on the red arrow on General Info tab and enter the new premium.Click on the Billing Setup icon on th...

  18. How to set up a template for a miscellaneous application.
    Go into a Miscellaneous application.Click on Options. Click on Modify Prompt Templates. This will bring up the Template Editor.Highlight the type of app that a template is going to be designed for.Click on the Sort Code field on the right of the screen. Put in a line number (example: 0010). Sort cod...

  19. On the Commercial Equipment Floater, Scheduled Equipment tab, the Total Amt of Ins is not calculating correctly.
    Look at the formatting of the value in Amount of Insurance. If it looks like this: 500.00 the total will not calculate correctly. If you put in 500 with no decimal point or 00, it will calculate correctly.

  20. On the Personal Umbrella App, when trying to use the Auto button on the Primary Policy Info tab, user receives the following error: Could not convert variant of type (null) into type (string)
    Look on the Personal Auto application. On the Vehicle Description tab Make sure that the model field is filled out on all vehicles.

1 | 2 | Next | »»

Powered by ActiveKB Knowledgebase Software