Underwriting Contract Mode Home Tab

 

The Touchstone Home tab in Underwriting Contract Mode displays a list of contracts and enables you to add or import new contracts. In addition, this tab enables you to view recent activity in Touchstone and AIR support contact information, as well as relevant news, ALERTs, and events.

The Touchstone Home tab in Underwriting Contract Mode contains the following areas, fields, and buttons:

Field

Description

Contracts

Search

Enables you to search for a specific contact in the Contract list. Enter the string or substring for which you want to search. Then, press Enter. Click to clear the search field.

Add Contract

Enables you to add a new contract. Click Add Contract. Then, in the New Contract dialog box, choose either to enter new contract data manually or to import new contract data. Then, click Create.

Delete Contract

Enables you to delete the selected contract(s). Select the contract(s) that you want to delete and click Delete Contract. Then, in the Delete [#] Contract(s) dialog box, click Delete to confirm the deletion.

Export Contract

Enables you to export the selected contract(s) to comma-separated values (CSV) format. Select the contract(s) that you want to export and then click Export Contract. For more information, see Exporting Contract Exposure Data to CSV Files.

Refresh

Enables you to refresh the data in the Contract list. Click Refresh to refresh the contracts data.

My Contracts / All Contracts

Enables you to switch between viewing only your contracts or all the contracts in the system.

 

If you are viewing only your contracts, Touchstone displays My Contracts. Click My Contracts to switch the view in order to view all contracts in the system.

 

If you are viewing all contracts in the system, Touchstone displays All Contracts. Click All Contracts to switch the view in order to view only your contracts.

Contract ID

Displays the ID of each contract. Click a contract ID to open the corresponding contract. For more information, see Contract Summary Dashboard in Underwriting Contract Mode.

Insured Name

Displays the name of the insured party for each contract.

Contract Type

Displays the type of each contract.

Status

Displays the status of each contract.

Inception Date

Displays the inception date of each contract.

Expiration Date

Displays the expiration date of each contract.

Created Date

Displays the date on which each contract was created.

Created By

Displays the user who created each contract.

Modified Date

Displays the date on which each contract was last modified.

Modified By

Displays the user who last modified each contract.

Import and Export

AIR ImportExpress Comma Separated File (.csv)

Enables you to import contract and exposure data in comma-separated values format. Click Comma Separated File (.csv) to open AIR ImportExpress. For detailed information about importing data in CSV format, see Importing CSV Files.

Recent Activity

Launch Activity Monitor

Enables you to view the Activity Monitor. Click Launch Activity Monitor to view and manage Touchstone activities.

Refresh

Enables you to refresh the list of recent activity. Click Refresh to refresh the recent activity data.

My Activities / All Activities

Enables you to switch between viewing only your recent activities or all the recent activities in the system.

 

If you are viewing only your recent activities, Touchstone displays My Activities. Click My Activities to switch the view in order to view all recent activities in the system.

 

If you are viewing all recent activities in the system, Touchstone displays All Activities. Click All Activities to switch the view in order to view only your recent activities.

ID

Displays the ID of each recent activity.

Name

Displays the name of each recent activity.

Type

Displays the type of each recent activity.

Status

Displays the status of each recent activity.

Latest News

ALERT Worldwide

Displays the ALERTâ„¢ (AIR Loss Estimates in Real Time) feed. In the event of a natural disaster, access to the AIR ALERT website provides recent catastrophe information and provides you with speedy access to posted event sets.

AIRCurrents

Displays the AIR Currents publications feed.

AIR in the News

Displays the AIR in the News feed.

AIR Events

Displays the AIR Events feed.

AIR Support

AIR Office

Displays contact information for AIR offices. In the AIR Office list, select the desired AIR office. Touchstone displays the corresponding contact information in the AIR Support area. To copy this contact information to the clipboard, click .

 

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Touchstone V3.0 Updated December 01, 2016