Bundled Applications is designed to save you time when managing multiple applications that are in progress! Instead of managing each line of business as an individual workflow or application, Bundled Applications extends the manual package policy feature to applications and expands to all supported lines of business.


TABLE OF CONTENTS

How to Create a Bundled Application


Any Management System user can create a Bundled Application from the Overview tab of an insured's account!


1. On the Applicant Overview page, click the Actions button.

2. Hover over Add Application.

3. Click Manual.



4. Select whether the lines of businesses are Commercial or Personal. 

5. Click the Line of Business drop-down to select from the relevant lines of business. 

6. Use the Application/Policy to Pre-Fill From dropdown to determine if this is a new application or a renewal application. 



7. Click Add Line of Business and repeat steps 5 & 6 until all lines of business have been added.



8. If you are pre-filling multiple lines of business from different policies, then a message will ask you to select where the primary source of information is originating from. The primary line of business will be what displays for the Insured Name, Address, etc. 



9. Fill in the Rating State and Description. By default, the system uses the description as the title of the application so make sure to be detailed!

10. Click the Add Application button. 


This will take you into the Application Entry Screens where you will add, edit, and confirm the data entered in the application.


Permissible Combination of Lines of Business


There are certain restrictions on the lines of business that you can choose for inclusion in a bundles applications. These restrictions are to improve accuracy of the policy data. If you try to add two lines of business that cannot be part of the same package, you will see the following warning message:


Warning: (Line of Business A) and (Line of Business B) cannot be part of the same package, please choose either one Line of Business to proceed.


Generating ACORD Forms


Once you've confirmed the data in the Application Entry Screens are accurate, it's time to generate forms!


1. On the insured's Overview tab, click the Applications tab.

2. Click the Forms icon.

3. Click ACORD Applications.



This will create all relevant forms for all lines of business in the bundled application. Feel free to add additional forms or documents, and make sure to give the document a detailed Document Name. Once ready, click the Preview button.


Converting an Application to a Policy


Once you bind the policy, there are two options to get the policy into the Management System. 


1. On the insured's Overview page, click the Applications tab.

2. Click the More Actions button.

3. Click Convert Policy.



4. Select Package. The lines of businesses will automatically default to include all the lines of businesses in the application bundle. 

5. If other package lines of business need to be added that were not on the application bundle, click the Line of Business box and the other lines of business options will appear.


Fill in the rest of the required fields and then click the Add & Edit Policy button to go into the Policy Entry Screens. You will notice they are very similar to the Application Entry Screens! Confirm the data is accurate and Save & Close the policy.


Creating a Bundled Application from a Policy


When renewal time comes around there is an easy way to create an application with all the current policy information so you have less manual work to do! 


1. On the insured's Overview page, click the Policies tab.

2. Click the More Actions button.

3. Hover over Service.

4. Click Create Application.


Then it's the same steps as the How to Create a Bundled Application section at the top of this article!