Certificates of Insurance
New 2010/05 version now included!
Also, create copies of Certificates and other ACORD® Forms
Receive automatic notification when policy contact info is out of date
Uprate Download Rule
Automatically create a suspense and/or mail-list item if a renewal download increased by a userdefined percentage
Print lists of vehicles, drivers, additional interests, contact info, coverages, locations and policies.
Also 'drag and drop' and 'copy and paste' images!
New revised format sorts commissions by company and includes sub-totals!
Suspense Overview Report
Enhance management of suspenses with this new report which shows all overdue suspense items by user
Text Message Action
Added 'Text' as an Action Menu from/to item to help properly document text messaging
New auto-complete Occupation list added to Personal/Boat/Operator Screens
Inbox viewers will now remember the zoom when possible
A Next and Previous tool bar is now available on the Commercial Auto Driver/Vehicle List
User Defined View
Screen fonts/color, toolbar, toolbar captions, status bar, and log bar are now stored by CMS user
Hide Inactive Policies
Choose whether to 'Show Inactive Policies' or hide inactive policies
Copy 'Client ID' to Clipboard like other contact fields
Communication Menu Sub-Lists
Customize the Communication Menu with the actions your office uses most!
New professional proposal templates now included! Select and edit templates prior to printing
Update a single list for Certificate Holder, Mortgagee, and LossPayee databases, plus some new fields!
General Policy Info
NAIC Code and Line of Business fields now available!
Send and attach Change Forms as PDFs, and customize these messages before attachment to policy
Supporting pages are automatically populated with data from ACORD 127 and 823 forms
Transformation Station Quoting
Improved display of company communications
Print lists of claims on client summaries
Added Client Source and Client CSR to Data Replace
Automatically create personal screens for Insured 1 and 2. Added personal screen import fields
Proper Case Downloads
Now uses Proper Case on Downloads
Added Insured's Date of Birth, 2nd Insured's Date of Birth, and 2nd Insured's Social as HawkLink map fields
Added Paste Special | LOBs/Coverages to the Enhanced Policy tab
Added ability to Internal | Print | Summary | Client Claims
DBA on ID-Cards
A new checkbox has been added to include DBA Name on ID-Cards
CMS now remembers the size of notes popups by user