I had an operations manager request that I ask the following question of this group:
We are standing up a new business and all things beign equal the business owner would like to avail themselves of Accord 196 - Medical Professional Liability. From what I understand, this particular form is not available in TAM. Can anyone point us to the best TAM-enabled alternative?
Thanks!
I think the General Liability is the only app that comes at all close. That's likely not enough, or there would be no question. An alternative is to take the 196, scan it in and place it as an image in a TAM Word formletter. Then you can overlay text on top of the image and be able to pull in data from the client detail and from the Acord 125 (Applicant Section). You could type in other information for the appropriate fields to then print/email a "completed application". If your security is set such that the documents can't be edited, then you'd have a retention of them similar to policy history too. Keep in mind though that you can't insert drop down boxes, check boxes or other form fields, as they don't play nicely with Applied's Word macros.
I don't know if they still do this or not, but I think that AB Solutions will write custom apps for you that can be used ih TAM. If they don't do it, I'm sure that Todd Arnold would know of someone who could. Or, maybe Nick might know of someone.
Thanks for the ideas/suggestions!
You could create a custom dec - you can set it up so it pulls in to a Summary of Ins. or you could create an excel spreadsheet to resemble the acord form and contain the same fields - but I don't believe any of the info could be pulled into any other form or document. You can print the excel spreadsheet but you can't print the custom dec (other than Screen shot).
Quote from: Jan Regnier on August 20, 2010, 12:29:19 PM
You could create a custom dec - you can set it up so it pulls in to a Summary of Ins. or you could create an excel spreadsheet to resemble the acord form and contain the same fields - but I don't believe any of the info could be pulled into any other form or document. You can print the excel spreadsheet but you can't print the custom dec (other than Screen shot).
Custom decs have pretty good Word integration. Time consuming, but does work quite well. After the custom dec has been created and a sample has been entered in TAM, set up a Word form letter and it can pull in all the fields. Not sure about Acord copyrights, convenience etc of all this, but something can be done that way.