Underwriting Contract Mode Home Tab

Underwriting Contract Mode > Home Tab

The Home tab in Underwriting Contract Mode displays a list of contracts and enables you to add or import new contracts. In addition, this tab enables you to view AIR Support contact information, a link to browse documentation and downloads, as well as relevant AIR news, ALERTs, and events.

The Home tab contains the areas, fields, and buttons summarized in the following table. You can show or hide individual columns using the Column Chooser.

This table includes the default fields that appear in the grid, such as the Exposure Set and the Insured Name. For information about all the available fields in a contract list, click here.

Field / Button	Description
Contracts
Search	Enables you to search for a specific contract in the Contract list. Enter the string or substring you want to search for in the following fields: Contract ID, Insured Name, Underwriter Name, Producer, and Branch. Then, press Enter. Click to clear the search field.
Add Contract	Enables you to add a new contract.
Delete Contract	Enables you to delete the selected contract(s).
Export	Enables you to export the selected contract(s) to comma-separated values (CSV) format. Select the contract(s) that you want to export and then click Export. See Exporting Contract Exposure Data to CSV Files.
Refresh	Refreshes the data in the Contract list.
My Contracts / All Contracts	Enables you to switch between viewing only your contracts or all the contracts in the system. If you are currently viewing only your contracts, the text "My Contracts" is black. If you are currently viewing all contracts, the text "All Contracts" is black. On the grid toolbar, click the blue hyperlink (My Contracts or My Projects to switch the view.
Contract ID	Displays the ID of each contract. Click a contract ID to open the corresponding contract. See Contract Summary Dashboard in Underwriting Contract Mode.
Exposure Set	The exposure set containing the contract.
Insured Name	The name of the insured party for each contract.
Inception Date	The inception date of each contract.
Expiration Date	The expiration date of each contract.
Perils	The perils covered by the contract.
Created Date	The date on which each contract was created.
Created By	The user who created each contract.
Modified Date	The date on which each contract was last modified.
Modified By	The user who last modified each contract.
Location Count	Number of locations in this contract.
Layer Count	Number of layers in this contract.
Import
Import Comma Separated File (.csv)	Enables you to import contract and exposure data in comma-separated values format. See Importing CSV Files.
Latest News
ALERT Worldwide	The ALERT™ (AIR Loss Estimates in Real Time) feed. In the event of a natural disaster, access to the AIR ALERT website provides recent catastrophe information and provides you with speedy access to posted event sets.
AIRCurrents	The AIR Currents publications feed.
AIR in the News	The AIR in the News feed.
AIR Events	The AIR Events feed.
AIR Support
AIR Office	Displays contact information for AIR offices. In the AIR Office list, select the desired AIR office. Touchstone displays the corresponding contact information in the AIR Support area. To copy this contact information to the clipboard, click .
Documentation and Downloads	Enables you to browse extensive model and software documentation.

Touchstone 7.0 Updated September 03, 2020