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Entering Data

In this task you enter the appropriate insurance data into Melanie’s forms.

Scenario

When you initially spoke with Melanie, she indicated she wanted liability coverage with minimum requirements and a high deductible. Since her business is a start up company she feels minimum coverage is adequate for now. She requested that you work up some figures based on maximum coverages of no greater than $500,000. Melanie said she would call later with estimated gross sales to include on the policy.

When you clicked Ok in the Forms Selection window, the system displayed the first form in the form set in the Data Entry window. Notice that Melanie’s policy number carried over from the Forms Selection window, and it appears in the correct field.

Your cursor is in the first variable field that accepts data. The system displays the field number, data type, and the field’s name in the status bar at the bottom of the window. The information changes as you move your cursor to different fields. For this exercise, it is important to display the field information because the instructions refer to the fields’ names as they appear in the status bar. To hide the status bar, choose Options, Information. The Options menu is comprised of on/off options, with a check mark indicating that an option is active.

  1. Your cursor should be in the Named Insured field, as shown here. If it’s not, tab to, or click the field and type Melanie Henson, as shown above.

    Note: You can choose Options, Fixed Edits, and the data entry field will appear at the top of the Entry window. The data you enter appears in the form field when you press Tab to move to the next field.

  2. Type the data in the appropriate fields as outlined in the following table. The system displays the abbreviated field name in the status bar. You can press Tab to move through fields that do not require data, or simply click each field into which you want to enter data. Add a decimal or commas only when indicated.

    Note: To move backwards through the fields, press Shift+Tab.

Field Enter
GEN AGGR LIMIT 250000
PROD AGGR LIMIT 500000
PERSONAL LIMIT 300000
EACH OCCR LIMIT 100000
FIRE DAM LIMIT 500000
MED EXPEN LIMIT 250000
CLASSIFICATN 1 Other than Gross Sales
PREM/OPS RATE1 1.00
PREM/OPS PREM1 1400