AOI: How to Key an Assignment of Indemnity (Single Payee)

This guide is for underwriter use only, to be referenced when all parties agree to pay only to the insured. When "Pay to All" (the default) is selected, a physical check in all names will be processed. When "Pay to Insured" is selected, a direct deposit will be sent to the insured only. Claims must be in the "Open" status before this option may be applied.

Justin Rexing
27 steps
2 minutes

Agrisompo

Please read the above description before proceeding!

Agent: Completing the AOI Single Payee Form

Click the "Search Insured or Policy" field.

Key the insured name or policy number and search. Click the policy number in the Policies column on the left.

Click the county/crop.

Click the "printer" icon.

Click the "Miscellaneous Forms" tab.

Click "Assignment of Indemnity - Single Payee Agreement".

Click "Run Report".

Click "Download .pdf".

Print the form and complete it with the insured and any assignee(s). Scan the completed form and post it to Document Management. This will trigger a Work Queue alert prompting the underwriter to take the next steps in the process.

Underwriter: Keying the AOI Single Payee Form into AgriNet

Navigate to [https://agrinet.agrisompo.com/policy](https://agrinet.test.agrisompodev.com/policy) and sign in using Duo.

Select the correct crop year, then click the "Search Insured or Policy" field and search for the insured's name or policy number.

Verifying Insured is set up for Direct Deposit

Click on the "ACH" tab to view direct deposit information.

If currently enrolled in direct deposit: ="NO" STOP. Reach back out to the agent to let them know the insured MUST be setup on direct deposit with Accounting before this can be completed. If "Yes", you may continue with the process.

Always use Document Management for ALL policy documents as it is secure.

If the UW receives the direct deposit documentation from an agent, they need to email: [[[AgriSompoNAPolicyAccounting@sompo-intl.com]]](mailto:AgriSompoNAPolicyAccounting@sompo-intl.com)

Underwriter: Applying an Assignment of Indemnity to a Claim

Click the policy from the Policies column to work on.

Click the "Actions" tab.

Click "Edit Policy".

Click the "Assignment of Indemnity" tab.

A claim with the "Closed" status may not have an Assignment of Indemnity assigned to it.

Click the "Assignment of Indemnity" field and key the name of the AOI.

Check the "Processed" box.

Open the Single Payee Designation drop-down menu and choose either "Pay to All" or "Pay to Insured".

Click "Save".

To remove a Single Payee Designation from a claim, Click the "trash can" icon on the right. Click a second time to confirm removal.

Print a Schedule of Insurance

To Print a Schedule of Insurance and see the Assignment of Indemnity in effect, click the "printer" icon.

Click the "Acreage Reporting" tab.

Click "MPCI Schedule of Insurance/Production Report".

Click "Run Report"

Click "Download .pdf".

Note the Assignment of Indemnity prints on the Schedule of Insurance.

AOI: How to Key an Assignment of Indemnity (Single Payee)

Justin Rexing
27 steps
2 minutes

Agrisompo

Please read the above description before proceeding!

Agent: Completing the AOI Single Payee Form

Click the "Search Insured or Policy" field.

Key the insured name or policy number and search. Click the policy number in the Policies column on the left.

Click the county/crop.

Click the "printer" icon.

Click the "Miscellaneous Forms" tab.

Click "Assignment of Indemnity - Single Payee Agreement".

Click "Run Report".

Click "Download .pdf".

Underwriter: Keying the AOI Single Payee Form into AgriNet

Navigate to [https://agrinet.agrisompo.com/policy](https://agrinet.test.agrisompodev.com/policy) and sign in using Duo.

Select the correct crop year, then click the "Search Insured or Policy" field and search for the insured's name or policy number.

Verifying Insured is set up for Direct Deposit

Click on the "ACH" tab to view direct deposit information.

Always use Document Management for ALL policy documents as it is secure.

If the UW receives the direct deposit documentation from an agent, they need to email: [[[AgriSompoNAPolicyAccounting@sompo-intl.com]]](mailto:AgriSompoNAPolicyAccounting@sompo-intl.com)

Underwriter: Applying an Assignment of Indemnity to a Claim

Click the policy from the Policies column to work on.

Click the "Actions" tab.

Click "Edit Policy".

Click the "Assignment of Indemnity" tab.

A claim with the "Closed" status may not have an Assignment of Indemnity assigned to it.

Click the "Assignment of Indemnity" field and key the name of the AOI.

Check the "Processed" box.

Open the Single Payee Designation drop-down menu and choose either "Pay to All" or "Pay to Insured".

Click "Save".

To remove a Single Payee Designation from a claim, Click the "trash can" icon on the right. Click a second time to confirm removal.

Print a Schedule of Insurance

To Print a Schedule of Insurance and see the Assignment of Indemnity in effect, click the "printer" icon.

Click the "Acreage Reporting" tab.

Click "MPCI Schedule of Insurance/Production Report".

Click "Run Report"

Click "Download .pdf".

Note the Assignment of Indemnity prints on the Schedule of Insurance.