Creating a CL monoline policy

Overview

A commercial lines monoline policy is used when a client needs coverage for a single line of business, such as General Liability, Commercial Property, or Workers’ Compensation, written as a standalone policy. Monoline insurance is meant to cover a single risk that doesn't need to be bundled with other lines.

In the steps below, you’ll learn how to select the correct policy type, enter the required details, and complete setup so the policy is accurate and ready to move through its lifecycle.

Create the policy

Follow the process below to create a commercial monoline policy.

1. From the account record, select New CL Policy.

   

2. From the New CL Policy modal, select a line of business (do not select a type that has 'package' in the name) in the Policy/Coverage Type picklist. If the monoline policy type you need isn’t available, contact your system admin or support@amplo.com.

3. Update the modal with the available information:

   • Agency: Select the agency responsible for the policy.

   • Branch: Select the branch associated with the agency for this policy.

   • Primary Producer (required) : Populates from the Account. It may be blank or not accurate for this policy. If no producer is assigned, select the House checkbox. You must either have a value for Primary Producer or the House checkbox enabled or you will receive an error.

   • Account Manager: Populates from the Account. It may be blank or not accurate for this policy.

   • ACORD Form State: Enter the customer’s state. This field defaults to the state listed on the Account’s billing address, but you can update it here.

4. When finished, select Save.

5. After you save the new policy, a confirmation header appears. Click the link in the message to open the new monoline policy record.

6. You can also open the newly created policy by selecting the Policies tab on the account record and then choosing the hyperlinked coverage type.

7. If the dates have been provided, click the edit pencil to enter the Effective Date and Expiration Date on the policy record.

   

8. Change the status to Information Gathering and Save.

9. You can also change the status of a policy using the sales path by selecting the appropriate stage and Mark Status as Complete.

Now that the monoline policy has been created, refer to the 📄 Adding policy schedules and coveragesarticle to review, update, and finalize the associated schedules and coverages.