DoubleTime

DoubleTime® 8.6 - Upgrade

Start using the newest features today!

Windows 10 Compatible

Download Now

eSolutions

1.01 I want to use the electronic features for Fund forms in DoubleTime. What should I do first?

  • First, you need a FundNet User ID and Password and the appropriate access rights to electronic delivery. If you don't have a FundNet User ID, contact the person in your office responsible for administering access to FundNet. For further assistance, select Run Tutorial from the Help menu in DoubleTime.
  • Second, electronic delivery must be enabled for each FundNet User ID in DoubleTime. Just select User Settings from the Preferences menu, then click the Electronic Delivery tab. On that tab, click the Default button, enter your FundNet User ID and Password, then click the Test Connection button. If your connection to The Fund is successful, you're now all ready to begin using eSolutions - the exciting electronic features for Fund Forms.

1.02 I understand that I can request electronic serial numbers for my Fund Commitments and Policies. But how do I obtain the jackets?

As soon as your serial number request is complete, the appropriate jacket is available for printing in the Documents module.


1.03 Do I need a special printer to print the jackets?

No. You can use the printer you normally use for printing. The jackets are designed to print in black and white - color is not necessary.


1.04 Where in DoubleTime do I request an electronic commitment number?

Just open the Commitment module and click the Commitment Number Request icon. Or select the eSolutions menu item, then choose Fund Forms | Commitment Number Request. For more information, select Run Tutorial from the Help menu.


1.05 Where in DoubleTime do I request electronic policy numbers?

Just open the Rating module and click the Electronic Delivery icon. Or select the eSolutions menu item, then choose Fund Forms | Electronic Delivery. For more information, select Run Tutorial from the Help menu. Note: Your policies must be complete and ready to send to The Fund prior to obtaining electronic policy serial numbers. This way, your policies have been received by The Fund, allowing the electronic serial numbers to be audited automatically.


1.06 With Electronic Delivery, how do we get the underwriter remittance to The Fund?

As soon as the Electronic Delivery process is complete, an invoice is automatically generated. Payment can be made electronically for the remittance as part of the Electronic Delivery process, or you can pay the invoice after the Electronic Delivery process has taken place. You can even pay multiple invoices in one payment transaction. Payment is made via ACH (similar to a wire transfer) for the amount of the invoice(s) from the bank account you specify. Easy-to-use wizards step you through the simple electronic process. You'll also receive an Invoice Payment Confirmation. Using Electronic Payment, the entire remittance process to The Fund is completely paperless.

Or you can choose to print the invoice, and then mail the invoice and the check to The Fund.


1.07 To which address should I send my check and invoice for underwriter remittance?

If not paying electronically, please send all invoices for underwriter remittance to the address printed at the top of the invoice.


1.08 Should I include a copy of the prior policy with my invoice and check?

If the prior policy is a Fund policy, it is not necessary to submit a copy to The Fund; however, please retain a copy of the prior policy for your file. If the prior policy is not a Fund policy, you must submit a copy of the prior to The Fund by one of the following methods:

  • Fax a copy of the prior policy to 407-241-8685
  • E-mail the prior policy to finance-customer-service@thefund.com
  • Mail the prior policy with your invoice and check to the address printed at the top of the invoice

Please provide the Fund policy reference for which this prior policy is being submitted.


1.09 Should I include a copy of the Level II Agent Checklist with my invoice and check?

No. Please just send the invoice and check to the invoice post office box. However, please retain a copy of the checklist for your file.


1.10 Is there any documentation that I should include with my underwriter remittance, besides the invoice and the check?

If a prior policy is being used for reissue rates and the prior policy is not a Fund policy, you can include a copy of the prior policy with the invoice, if not faxing or e-mailing the copy.


1.11 I have been using the eSolutions features, but now my firm's address has changed. How do I get the new address to display in the wizard?

On the Select Billing Address window, just click the Refresh List button. Your new address will be retrieved from The Fund and displayed in the wizard. The new address is now available for the current transaction, as well as future transactions.


1.12 I have some files with policies ready to send to The Fund. But the policies are already signed, and I used paper jackets. Can I send these policies electronically?

Yes. Electronic Delivery works with both electronic and paper serial numbers.


1.13 The policies in the Documents modules are unsigned by the attorney. Does not The Fund require the policies to be signed to before sending them?

The Fund does not require the Agent's signature on Schedule A for electronically delivered policies.


1.14 I completed an Electronic Delivery, but I forgot to print the invoice. What should I do?

Just access the Reports module and select Fund Policy Premium Invoices. You can search for the invoice by Invoice Number, Date Range, or Closing File Number.


1.15 I completed an Electronic Delivery, and now the lender wants an endorsement that I did not include. Should I just mail in the additional endorsement?

No. You can deliver the additional endorsement electronically. Just go back to the Rating module and select Electronic Delivery. You'll see that the Electronic Delivery wizard recognizes only the new endorsement(s), and you will be invoiced only for the additional amount.

Displaying results 1-15 (of 17)
 |<  < 1 - 2  >  >|