External Services

The External Services page is used to arrange the automated export of submission and policy information.

With the master cover selected, click the External Services item in the Screens widget.  For instructions on finding and viewing a master cover, see the section on Viewing and Modifying a Master Cover.

Product

Identifies the product associated with the master cover.

Status

Identifies the current status of the master cover.

Select the receiving System for the data.  Only one system can be configured for each master cover.

  • Export Policy to Genoa:  This system transfers bound policies to the Oceanwide Marine Suite for use in generating certificates and claims.  If this option is selected, all transaction types can be used, but only the Bound transaction status can be used.

Identify what combinations of Transaction Type and Transaction Status should be exported.

Policy Transaction Types

Select the transaction types that should be exported.

Policy Transaction Statuses

Select the transaction statuses that should be exported.

Click Save to save the current settings.