Navigation and User Interface

Overview

LAMS has a sidebar navigation menu on the left side of the screen. The menu updates based on your role — you will only see sections that are relevant to your work. This keeps the interface focused and reduces clutter.

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LAMS main navigation sidebar showing all menu sections expanded

LAMS main navigation sidebar showing all menu sections expanded

Main Menu Areas

Section	What you do here
Dashboard	View your queue items and any tasks pending your action
New Business	Enter applications, run ratings, generate quotes, issue policies
Policy Search	Find and manage existing policies across all product lines
Accounting	Record payments, manage bookings, invoicing, account current
Bookkeeping	General ledger, journal entries, check printing, bank reconciliation
Reports	Generate and schedule all types of reports
Renewals	Track expiring policies, send solicitations, manage renewals
Administration	Producer management, user accounts, system configuration
E-Commerce	External access for policy lookups

Smart Tables

Smart tables are the main way LAMS displays lists of policies, payments, reports, and other records. Every smart table has the same set of controls.

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Smart table with column headers, search bar, pagination controls, and export button

Smart table with column headers, search bar, pagination controls, and export button

What you can do in a smart table

• Search all columns — Use the search bar at the top to filter across every column at once.
• Filter by column — Click the filter icon on any column header to narrow results by that field.
• Sort — Click a column header to sort ascending or descending.
• Paginate — Use the controls at the bottom to move between pages or change how many rows show.
• Export — Click the export button to download the current view to CSV or Excel.
• Bulk actions — Select multiple rows and apply an action to all of them at once.

Saving column favorites

You can save your preferred column layout so it loads automatically every time you visit that screen.

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Column favorites panel showing checkboxes next to each column name

Column favorites panel showing checkboxes next to each column name

1. Open any smart table.
2. Right-click any column header (or click the column settings icon).
3. Check the columns you want to see and uncheck the ones you do not need.
4. Click Save as Favorite to remember this layout for future visits.

Tip

Different users often need different columns from the same table. Save your favorites once and LAMS will remember your preferences each time you log in.

Forms and Workflows

Some operations in LAMS use a multi-step form called a stepper. The stepper shows you exactly where you are in the process and prevents you from skipping required steps.

Common steppers:

• Quote Stepper — Walks through limit selection, deductible, and premium review
• Payment Stepper — Guides payment method selection and entry
• Order to Issue (OTI) — Confirms all binding requirements before a policy is issued

Common Buttons

Button	What it does
Add	Create a new record
Edit	Modify an existing record
Delete	Remove a record (requires confirmation)
View	Open a record in read-only mode
Download	Export a document or file
Email	Send an email with optional attachments

Keyboard Shortcuts

Shortcut	Action
Ctrl + K	Global search
Ctrl + S	Save the current form
Ctrl + N	New record
Esc	Cancel or close a dialog

Display Settings

• Dark / Light mode — Toggle using the icon in the top-right corner.
• Status badges — Color-coded indicators show policy state at a glance: green = active, yellow = pending, red = requires attention.
• Responsive layout — LAMS works on desktop and tablet screens.