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Creating a New Policy
Scenario
You have been assigned a new client named Melanie Henson. Melanie is a small business owner and must purchase general liability insurance on her company. Melanie does not want to purchase any other insurance at this time.
Selecting Policy Forms
- From the main menu, choose File, New to open the Forms Selection window.
- In the Transaction field, select New Business. Since Melanie is a new client, her policy is considered new business.
- In the Company Field, select FormMaker Monoline. You select this particular company as the insurer because they offer only general liability insurance, and Melanie does not require other insurance at this time.
- In the LOB field, make sure General Liability is highlighted. The system shows you the forms included in the general liability form set. LOB (Line of Business) indicates the type of business the insurer offers.

- Click form FCG 2100 01 93, Supplemental Form in the Inc. (Include) column, to deselect that form which you do not need. The (X) no longer appears.
Note: In the Inc. (Include) column an (X) displays next to the forms automatically selected for data entry. By default, the system selects all forms. The codes E and P in the Mode column next to the Inc. column indicate Electronic or Pull form. Pull forms are available only in hard copy. The system does not have electronic sections of pull forms, so you cannot display or enter data in a pull form. Before you send the policy to the client, you insert a hard copy of each pull form into the appropriate place in the form set.
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Type the policy number 95783GL in the Policy # field, then press Tab to go to the next field. The system requires that you enter a policy number when creating or renewing policies. You can enter up to 20 alphanumeric characters.
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Type Henson, Melanie as the description of your policy in the Description field. You can enter any policy description up to 30 alphanumeric characters. Many insurance agents use the insured's name as the policy description to help track policies.
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