Sandbox Exercise - Insert a Policy

In HawkSoft 6, Auto and home policies can be combined as packages, no need for a separate tab. This exercise will walk you through inserting a package policy on a client that contains personal auto and home lines of business.

This exercise is for training purposes, and is intended for use in your sandbox environment.

1. Retrieve a client.

   For help on searching for a client file, see Client Search.

2. Select Phone > From > Insured > Insert Policy > Personal from the action menu.

3. Review all of the information on the Name and Address tab, the same way you would in Version 5.

4. Select the Policy Information tab, and set the Carrier to <Prospect>.

5. In the Lines of Business list, select AUTOP.

   Notice that HawkSoft has added tabs for Drivers and Vehicles.

6. Select a second Line of Business of HOME.

   Notice that HawkSoft has added tabs for Coverages, Watercraft, and Scheduled property.

7. Optional: Continue filling out some basic policy information.

   This will let you see more details about how home, auto, and package policies are displayed in Version 6.

8. Recommended: Observe the interaction between Locations and Vehicles in HawkSoft 6.

   1. Click on the Locations tab.

   2. Click New Location.

      The New Location and Buildings dialog opens.

   3. Enter the information for a new location.

      For this example, we can enter the location where an insured's child has taken an insured vehicle with them to college.

   4. Click OK to add the location to the policy.

   5. Click on the Vehicles tab.

   6. Click Add.

   7. Note that the location you previously added to the policy is now selectable from the Location drop-down when entering a vehicle.

      

9. Click Finish when you are done filling in policy information.

10. Create a Log Note in the Finalize Log dialog.

    The new policy shows on the client.

11. Examine the newly created policy.

    Note that the Auto and Home Lines of business are listed on a single policy tab, as a package.

Congratulations! You've inserted a policy including both Home and Auto in a package and completed the Insert a Policy exercise.

For more information about policies and how your agency can track them in HawkSoft, see Policy Overview.

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