If your agency has been on the AMS system for more than two years or have had your policies brought over from a data conversion, you may have experienced having your package policies broken out into individual lines. This Package Merge/Create Package feature provides a solution to restore these policies to the intended package structure. 


TABLE OF CONTENTS


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How it works


Before we explore the workflow of creating a package, let's first define the 'Create Package' option. This option will become visible when there already two or more policies that share the same policy number for the account. If this condition isn't fulfilled, the 'Create Package' option won't be visible. 


To access the Create Package option: 


1. On one of the policies that has the same policy number, select the vertical three-dot or Actions icon. 

2. Then, hover over the Other option.

3. Choose Create Package. This will open the Create Package page.


Attention! - Personal and Commercial Policies can't be merged into one package.


Now, let's take a look at the workflow. It's a simple three-step process that merges your existing package with separate lines of business into one package policy. 


Select LOBs

The first step is 'Select LOBs'. On this step, you will find three sections. The first section displays the following information for the existing package: 

  • Policy number
  • LOB 
  • Sub-lob 
  • Carrier 
  • Effective date 
  • Expires 


The second section is a list of the available policies that can be merged based on the following criteria:

  • Policy Numbers must match
  • Carriers must match
  • Expiration Date must match


The third section is a list of the policies that are not eligible to be merged but do have the same policy number. Check out the Reason column to learn why they are not eligible.


Select the Continue button or the Select Primary LOB stepper to move to the next step.

 


Select Primary LOB

Since this is merging multiple policies, you must select a primary policy to fill out for the information related to insured details, underwriting, and additional interest screens. If you are merging a single line of business into an existing package, the package will be the primary line of business and this cannot be altered. 


Select the Continue button or the Finish stepper to move to the next step. 



Finish

Before the creation of your package, you'll have an opportunity to review it. You should verify the policy number, Line of Business (Package), and the chosen primary line of business. This step also provides information that details what is contained in the merge:

  • Policy transaction 
  • Notes 
  • Documents 
  • Claims 
  • eDocs  


When you are ready, select the Create button to complete the merge process.



Review Policy Details

Once the package is successfully created, the system will redirect you to the policy summary screen of the newly created package policy. The individual policies that were merged have been removed and will no longer be available.  



Once the package is established, it's important to go through the complete policy details thoroughly. 


The system will automatically export policy data into the Documents library for every line of business that has been merged. This data can then be referred to if there is a need for any data adjustments. 




In the history section, you will see the included line of business transaction and pending change requests for the selected LOBs. 



Finally, in the system log, you will find entries for Merged to Package, Manual Policy Archived, and Policy Modified to document that the Package Merge happened, that the singular policy was removed, and that a Change Request transaction has been entered for the selected LOBs.


We hope this article was helpful in learning how to merge single lines of business that should be a package policy. Please let us know if this article was helpful by answering the question below. Check out our related training articles on the right-side to learn more about EZLynx!