Locations

The Locations screen is designed to capture all locations included on a policy. Location information entered here will automatically transfer to the Location Coverages screen, saving time and eliminating data entry inconsistencies.   

 

Enter Location Data

To enter policy locations:

  1. Enter the first location address information or check the ‘Use Named Insured Address’ check box.  This check box is only available if Named Insured address has been entered.  When the check box is checked, all fields except Description become read only.  To edit, simply uncheck the ‘Use Named Insured Address’ check box.  The information is retained but the fields are opened for editing. 

  2. To enter additional locations, click the Add button.  To copy and paste locations with similar information, see Copying and Pasting Locations.

  3. To move between locations when multiple locations exist, in the Locations block heading, click either the search arrow for a list or the small arrow to the left of search to go to sequential locations.

 

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Copy and Paste Locations

To copy a single location: 

1.      On the Location Screen, pause on the Location action menu image60.gif and select Copy.  Pause on the action menu again and select Paste. The Paste Location dialog appears.

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2.        Choose the appropriate option.  The new location is added to the Location Screen.

 

Note:  An alternative method is found on the Location Coverages screen. Pause on the Location Class Code action menu image60.gif and click Copy to copy the present location.  

 

To copy multiple locations:

1.       On the Location Screen, pause on the Location action menu image60.gif and select Copy.  

2.       Click Paste Special and the following dialog will appear:

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3.     Choose the appropriate option and enter the Number of Instances.  The new locations are added to the Location Screen.

 

Note:  An alternative method is found on the Location Coverages screen.  Pause on the Location Class Code action menu image60.gif and click Copy to copy the present location.