Questions for the following sections are included:
Q.: How do I retrieve my work if my computer or network goes down?
A.: Your work will be saved on the Main Screen as a recoverable document. Click OK when the Policy Service message appears on your screen. Also see: Recoverable Policies
Q: When using the Search field to find an account, policy, or quote, what are the actual pieces of information Quicksolver searches on?
A: The following fields are searched: Account Number, Account Name, Policy Number, Quote Number, Insured Name, DBA, Created By, and Last Modified By.
Q.: How do I find the Final Audit command on a policy’s action menu?
A.: The Final Audit command is not displayed because it was not selected when the policy was cancelled.
1. From the policy’s action menu, click Cancel.
2. In the Cancel dialog box, click the Subject to Audit? box.
3. Click OK.
4. Return to the policy action menu to see the Final Audit command displayed.
Q.: How do I define the frequency of an audit?
A.: When creating a quote, in the Policy window, at Frequency, enter interval for audit.
Q.: How do I go to a different location to view or edit coverage?
A.: There are two ways to go to a different location. Within the location block heading, Search is flanked by two arrows.
1. Click the down arrow to the right of Search for a list of locations.
2. Pause on the right arrow to the left of Search to reveal a series of arrows. Click an arrow to go to the first, previous, next, or last location.
Q.: How is blanket rating calculated for Package polices?
A.: In a Package policy, coverages can be blanket rated as separate average rates or combined average rates. Separate average rating calculates an average rate based on a single coverage for: building, personal property of insured, personal property of others, stock, business income including rental value, business income other than rental value, business income–rental value, extra expense, and extra expense-rental value. Combined average rating calculates an average rate based on a combination of either building and personal property coverages, various personal property coverages, or various time element coverages.
Q.: How is blanket rating calculated for Businessowners polices?
A.: In a Businessowners policy, building and personal property coverages can be blanket rated as either separate average rates or combined average rates. Separate average rating calculates an average rate based on a single coverage (e.g., building). Combined average rating calculates an average rate based on a combination of coverages (e.g., personal property of insured and stock).
Q.: How do I cancel a line of business from a package policy?
A.: To cancel a line of business from a package policy, pause on the action menu associated with the committed policy. Click Cancel Line of Business. In the cancel line of business dialog box, enter effective date and reason. Pause on the line of business menu to reveal an available Delete button. Click Delete.
Q.: How do I reinstate a line of business on a package policy?
A.: To reinstate a line of business to a package policy, pause on the pop-up menu associated with the committed policy. Click Reinstate Line of Business. Pause on the line of business menu to reveal an available Reinstate button. Click Reinstate. Only a line of business previously cancelled may be reinstated.
Q.: How do I delete coverages?
A.: To delete coverages from a quote or policy, go to the workspace in which the coverage has been entered. Pause on the coverage’s pop-up menu. Click Delete. Rate and Save.
Q: How do I reinstate coverages?
A: To reinstate coverages from a quote or policy, go to the workspace in which the coverage was deleted. Pause on the coverage's pop-up menu. Click Reinstate. Rate and Save.
Q.: How do I delete a state in Businessowners, Garage or Package policy?
A.: To delete a state in Businessowners, Garage or Package policy,
1. From the Line of Business navigation area, in the Policy menu, click Location.
2. In the Locations block heading, click the Search arrow, to display policy locations.
3. Click a location associated with the state to delete.
4. In the Locations block heading, pause on the Locations pop-up menu and click Delete.
5. Repeat for as many locations as are associated with the state to delete.
Q.: How do I delete a state on a Commercial Auto policy?
A.: To delete a state in Commercial Auto and Truckers policies,
1. From the Line of Business navigation area, in the Auto menu, click Auto Global Coverages.
2. Pause on the Auto Global Coverages pop-up menu and click Delete
Q.: How do I delete a state in a Workers Compensation policy?
A.: To delete a state in Workers Compensation policy,
1. From the Line of Business navigation area, in the Workers Compensation menu, click State Information.
2. Pause on the State Information action menu and click Delete.
Q.: How do I add a form?
A.: To add a form, the policy must be in Proposal or Issue status.
1. Click the rate icon in the lower tool bar.
2. In the Line of Business navigation area, in the Policy menu, click Forms.
3. Click the Additional Forms tab.
4. To locate the desired form, enter all or part of the form number or description in the filter.
5. At the desired form, click Add.
Q.: How do I delete a form?
A.: To delete a form, the policy must be in Proposal or Issue status.
1. Click the rate icon in the lower tool bar.
2. In the Line of Business navigation area, in the Policy menu, click Forms.
3. Pause on the action menu associated with the form to be deleted, and click Remove this form.
Q.: How do I change an edition of a form?
A.: To change an edition of a form, the policy must be in Proposal or Issue status.
1. Click the rate icon in the lower tool bar.
2. In the Line of Business navigation area, in the Policy menu, click Forms.
3. Pause on the action menu associated with the form to change and click View Additional Dates.
Q.: How do I fill a form? When I click the forms action icon on the lower tool bar, fill status on some forms is incomplete.
A.: To fill a form, the policy must be in Proposal or Issue status. If you are in the Forms dialog box, click Cancel.
1. Click the rate icon in the lower tool bar.
2. In the Line of Business navigation area, in the Policy menu, click Forms.
3. Pause on the action menu associated with an incomplete form and click Fill this form.
Q.: How do I view all forms?
A.: To view all forms, from the Policy menu, click Forms. Select the Additional Forms tab and then set the Applicable Forms Filter to “All States.”
Q.: How do I print or reprint worksheets or forms on a committed policy?
A.: To print or reprint worksheets or forms, access the committed policy and click rate on the lower tool bar.
1. Click worksheets or forms on the lower tool bar.
2. Click the Selected box for each desired worksheet or form.
3. Click preview.
4. When the named .pdf link appears in the execution pane, click it.
5. Print desired worksheets or forms from the pdf window.
Q.: When do multiple general liability class codes generate a single form?
A.: Condominium unit owners, codes 62000, 62001, 62002, 62003, result in attaching form CG 20 04.
Q.: How do I add a location?
A.: To add a location, in the location block heading, click Add. Enter data.
Q.: How do I delete a location?
A.: To delete a location, in the Locations block heading, pause on the action menu. Click Delete.
Q.: How do I copy a location?
A.: To copy a location, go to the Locations block heading.
1. Pause on the action menu and click Copy.
2. Pause on the action menu again and click Paste or Paste Special.
3. Enter data in the Paste Location dialog box.
Q.: How do I process an out of sequence endorsement that does not impact later changes processed on the policy?
A.: Pause on the action menu associated with the committed policy. Click Endorse. Enter effective date. At the warning message, click OK. Edit data required to endorse the policy. For information on how to add the Policy Changes form, see Policy Changes.
Q.: How do I process an out of sequence endorsement that impacts changes already in place?
A.: To process an out of sequence endorsement that impacts previously processed changes, process impacted endorsements in reverse order. Then, process the new endorsement and the previously entered and reversed endorsements. For how to process endorsements, see Endorse.
Q.: How do I create multiple versions of a quote?
A.: To create multiple versions of a quote, from the main window, pause on an item’s action menu and click Copy to quote. This results in a new policy workspace. It will be pre-filled with data from the copied quote or policy. Edit data.
Q.: How do I change the status of a quote?
A.: To change from quote to proposal or issue?
1. Click Proposal or Issue on the policy status bar.
2. Click Rate.
3. Click Save.
4. On the policy status bar, click Issue.
Q.: Can an issued policy be demoted back to quote status?
A.: Yes, as long as it is not committed.
Q.: How come I receive an error when rating an issuance but I received no error when rating the quote?
A.: Issuance requires additional information for statistics and form generation.
Q.: How do I add a vehicle?
A.: To add a vehicle,
1. In the Auto menu, click Covered Autos.
2. If the vehicle is associated with a different state, at the top of the workspace, click Add and enter a state.
3. If the vehicle is associated with the current state, in the Class Code Information header, click Add.
4. In the Class Code Information block, enter data.
Q.: How do I delete a vehicle?
A.: To delete a vehicle, pause on Class Code Information action menu and click Delete.
Q.: How do I copy a vehicle?
A.: To copy a vehicle,
1. In the Auto menu, click Covered Autos.
2. Pause on the Class Code Information action menu and click Copy.
3. Pause on the Class Code Information action menu and click Paste. Click Paste Special to add multiple vehicles.
4. Enter the VIN numbers and edit data if needed.
Q.: How do I go to a different vehicle to view or edit coverage?
A.: There are two ways to go to a different vehicle. Within the block heading, Search is flanked by two arrows.
1. Click the down arrow to the right of Search for a list of vehicles.
2. Pause on the right arrow to the left of Search to reveal a series of arrows. Click an arrow to go to the first, previous, next, or last vehicle.
Q.: What is the relationship between the Vehicle Registrants workspace and the Registration Information within the Covered Autos workspace in an auto or Garagekeepers policy?
A.: Registration information assigns the vehicle to a Named Insured, Lessor, or Other. Vehicle registrants stores information about the individuals) or organization to which the vehicle has been assigned. At the Auto or Garage menu, click Covered Autos. In Class Code Information, click the Registration Information arrow. In the Registrant Vehicle dialog box select to whom the vehicle is registered. In the Policy menu, click Vehicle Registrants. Click the Registrant ID arrow. In the Registrant dialog box enter type of registrant and associated data for the person or organization to which the vehicle is registered.