Document Generation
Overview
Section titled “Overview”LAMS generates all policy documents — declarations pages, quote sheets, decline letters, renewal solicitations, and more — directly from the application data. You select the document type and LAMS populates it with the correct policy details automatically.
Types of Documents
Section titled “Types of Documents”Policy Documents
Section titled “Policy Documents”| Document | When it is used |
|---|---|
| Declarations Page | Coverage summary sent with the issued policy |
| Policy Form | The full policy wording and endorsements |
| Cancellation Notice | Sent when a policy is cancelled |
| Reinstatement Letter | Confirms a cancelled policy has been reinstated |
Quote Documents
Section titled “Quote Documents”| Document | When it is used |
|---|---|
| Quote Sheet | Premium indication sent to the producer |
| Rate Sheet | Detailed premium breakdown (for internal use) |
| Quote Expiration Notice | Reminder before the quote expires |
Correspondence
Section titled “Correspondence”| Document | When it is used |
|---|---|
| Referral Letter | Notifies producer that the application is under further review |
| Decline Letter | Formal decline notification |
| More Info Request | Requests additional information from the producer |
| Follow-Up Letter | Automated follow-ups at 10, 30, and 60 days |
Renewal Documents
Section titled “Renewal Documents”| Document | When it is used |
|---|---|
| Renewal Solicitation | Sent to producer offering a renewal quote |
| Close-Out Letter | Non-renewal notification |
| ERP Offer | Extended Reporting Period option letter |
Generating a Document
Section titled “Generating a Document”Document generation panel showing document type dropdown, application details, and the Generate button
- Open the application or policy in LAMS.
- Navigate to the Documents tab.
- Select the document type from the dropdown.
- Click Generate.
- The document opens in a preview. Review it before sending.
- Click Download to save the PDF or Email to send it directly.
Sending Documents by Email
Section titled “Sending Documents by Email”Email composition dialog with document attached, showing To, CC, subject, and body fields pre-filled
After generating a document:
- Click Email from the document preview.
- The email dialog opens with the document attached and the recipient pre-filled from the application.
- Edit the subject or body if needed.
- Click Send.
All sent emails are logged and viewable from the Email History tab on the application.
Document Templates
Section titled “Document Templates”LAMS uses customizable templates for each document type. Administrators can upload new templates and update existing ones via Administration > Templates.
Certificate of Insurance
Section titled “Certificate of Insurance”Certificates of insurance (ACORD 27 format) can be generated from the Certificates tab on any active policy.
Certificate of Insurance generation screen showing ACORD 27 form with certificate holder fields
See Certificates for detailed instructions.