Urgent - Evidence of Property Insurance

[Kathy]

I just took on an account that is going to require 200+ Evidences of Property Insurance on about 150+ locations to be done within the next couple of days.   I've never worked with this many before. Can the Evidence of Insurance on the client file handle this many? Is there a maximum number? I don't want to get half way through and find myself maxed out.

[JohnGage]

I assume the evidence max is 999 like the certificate but don't know for certain.  I would at least consider printing these through a Word/Excel mail merge rather than putting them in TAM manually. 

[Kathy]

I didn't know mail merge existed for Evidence of Property. I've done import/export on Certificates of Insurance. Are there any instructions on how to do it?

[Lance Bateman]

I think what is being suggested is to build an Excel sheet with the information (names, mortgagees, locations) and then merge that into a Word document.  Still a lot of work.

This almost sounds like a condo situation - anyone out there with experience on a condo that might have suggestions???

[brinkerdana]

This almost sounds like a condo situation - anyone out there with experience on a condo that might have suggestions???

Yes, use a service like CertificatesNow.com.

[Jim Jensen]

I recommend using the Certificate of Property Insurance. You can use the import holders option and the next time around you can default the holders over to the new certificate.


Another possibility using the mailmerge:
1. Scan a copy of the Evidence of Insurance into a jpeg file.
2. Insert it as a watermark into a Word document.
3. Type in the common data that's on every one of them (agency info, carrier, policy number
4.Create a mailmerge using Excel and the Word document, inserting the requisite data into merge fields.

[Lance Bateman]

Sort of a side note - many of our local lenders are FINALLY catching on that especially with the new forms, certs and evidence of insurance are only snapshots of coverage and provide them nothing beyond when created - and are now asking for binders instead (if they are mrtgee, lienholder, and/or addl insd) to carry them over until the carrier issues their copy.

Having to train staff to respond to requests appropriately, as they were so used to doing cert or "E of I" for them.