Document Library Management

• Management of merge-fields library – Provides for the creation and definition of properties for all available fields within the database library and whether those fields are literal or logical values.  This library is used when creating individual forms to be included when issuing a policy.
  
  
• Management of forms – Provides for the linkages between individual documents created in Microsoft Word (also using the database library defined above) and the named forms (DEC page,  coverage sections, manuscript endorsements, etc) required by the carrier and/or state agencies.  Essentially a cross-reference of document names for all unique form numbers by carrier.
  
  
• Management of rules – Each form defined in the document library has a defined set of rules of when it should be included as part of any given policy.  These rules include tests for given carrier, state, LOB, policy type, coverage part, exposure, type of insured (corporate, individual, etc), policy fees, filing fees, inspection fees, stamping fees surplus lines taxes, endorsement fees and miscellaneous or “user-defined” optional fields.