"Policy form" tab

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This tab can be used for printing of policies on original forms from Insurance Companies. Forms templates must be first added to the program in the Dictionary of Policy names

Electronic forms templates may be donloaded at www.agent-m6.com

Press EDIT button (pic. 2) to edit form template (pic. 3) in this window you may add texts in proper fields. Pieces of information like the name of insured client or vehicle data were previously added to the program - these will appear on edited form automatically.

Fields that are not filled out automatically may be filled with the use of keyboard (move between the fields with mouse cursor or TAB key).

Please note that this function is not available for every country. We are able to prepare forms for a specific country only in cooperation with local representative. If we do not have a sales agent in your country consider cooperation with us! For further information contact us here

Icons available on upper toolbar:

1 i 2 .Change page (if there is more than one)

3. Recalculate fields with total amounts (if some of data were changed)

4. Press this button to enable an automatic calculation

5. Display amount as text (e.g. enter 101 to receive text:one hundred one)

6. Zoom in

7. Zoom out

8. Full screen

9. Zoom 100%

10. Show only data from the database (all data entered manually will be removed)

11 .Print

12. Shift printout (to adjust printout to the paper form)

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Pic 1. 1 Upper toolbar in "Policy editing" view

All information that are steady for particular form e.g. agent's code can be entered permanently in Dictionaries -> Forms templates

A printout of "Green card" is available for vehicle policies. Click on GREEN CARD button to switch from policy view to green card view.

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Pic. 2 Policy form tab in add/edit policy window

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Pic. 3 Edit/print policy form window

Practical example: Assign an electronic form template to selected Insurance Company and print this policy.

Solution: Setup version of the program includes just few forms templates, you may download other templates at www.agent-m6.com in DOWNLOADS category.

Part one:

Enter our website www.agent-m6.com and go to DOWNLOADS category - here find electronic form template that you want to use, download it and save it on your hard drive in any location. In AGENT.m6 program go to Dictionaries -> Policy names. In opened window select Insurance Company

(accordingly to downloaded form) then select policy name (accordingly to downloaded form). In the same window click the button EDIT

In the segment "forms templates" find field concerning form of policy and click the icon .

In opened window indicate location of the downloaded on your hard drive file then press "OK" "SAVE" and "CLOSE". You have just assigned a form template to a particular policy name and Insurance Company.

Part two:

In the clients view select a client which owns a policy with same name and IC as chosen in part one of this example. Highlight this policy and press edit from upper toolbar. In opened window (Pic. 2) select the tab "Policy form". In this same window click on EDIT POLICY button. Policy editing window will be displayed (pic. 3). Some data that was previously entered in the program like clients name, address etc. will show up automatically. Enter other data manually (move between the fields with use of mouse cursor or TAB key). When all data is entered click PRINT.

ATTENTION - when you print a policy form for the first time use a copy instead of an original policy form in order to check if your printer prints all text in proper fields. If you need to shift the printout click on the icon and enter shift values.