Form basics

PolicyCenter does not store the content of the forms. PolicyCenter only identifies that one or more forms are associated with the policy. Within PolicyCenter, a forms screen lists form instances that indicate the physical forms that the issuance system creates. The form instance contains identifying information, such as the form number. The forms screen does not display the actual content of the form.

PolicyCenter automatically infers the necessary forms that the policy needs after you click Quote or Bind. In the base configuration, PolicyCenter identifies the forms to add:

As it quotes the policy – Infer forms related to quote and bind
As it binds the policy – Infer forms related to bind

Note: However, in submission policy transactions, forms specified as inferred at bind are inferred at issuance instead. In submissions, forms are removed from the policy at bind. When you issue a policy by selecting Issue Policy, form inference determines which forms to add. If you select Issue Policy without first selecting Bind Only, the forms are first removed, then form inference determines which forms to add.

Therefore, in a policy transaction such as a submission, the Forms screen is unavailable before PolicyCenter quotes the policy. After PolicyCenter quotes the policy, you can access the Forms screen.

If you add additional options and re-quote the policy, PolicyCenter may determine that the policy needs more forms. During the binding process, PolicyCenter can determine that the policy needs additional forms as well.