Policies Help

Function Icons
 INSERT NEW RECORD
  DELETE RECORD
  EDIT EXISTING RECORD
 SAVE/POST RECORD
REFRESH RECORD

Entry of new records, edit or view policy information, premiums etc.
Client information has been previously entered; proceed to enter new policy details.
Automatically produces next policy id ,this is a unique value which appears on all
Invoices/Schedules.
Contact Information - default information from contacts. Check commissions applicable!
Sundry -
Master - record grouping information.
Funding information, set GST by default.
History - all transaction edits on policy.
Policy Search - quick search by policy id.
Risk is a description field.
Choose from drop down menus; Underwriter - complete information and Underwriter.
Note: Tables are updated from contact default settings.
Stage and Status are dropdown choice menus and should be altered according.
Contact Information - default information from contacts.
Check commissions applicable! 'Term' auto updates 'Days'
Calendar - dropdown for Inception automatically inserts due dates
and Renewal dates as per 'Term', as does Cover S/E.
Closed - To close policy, proceed to print closing.
Renewal, Endorsement and Installment Tabs will update
'Inception, Due ,Renewal dates and Status, however, if for any reason the initial dates where different,
you should check the dates and 'Term' are correct.
At any stage the information can be edited, however, you must check Payment Status First.
Proposal Information received from client and forwarded to underwriter dates.
Archived - Policy is archived ie. closed financial year.
-Ticking opens view of all policies from archives.
Renewal, Endorsement, Return: Special buttons to reproduce current policy information for updating values.
Note: Installments will only be accessible after post of master Premium, or Renewal.
Information appears on post.
Compute state specified default duties in setup information.
Compute commission as default, unticking allows for net premiums to be entered.
Risk Class - for information on type of business.
Summary of current divisional balances on policy monies.
Policies overview: Premium Funding Indicator, Search policy field and GST indicator.
Policies Premiums Display Tab Grid. Displays all detail of policies in columns. Policy Premiums
Displays Premium amounts and all detail tabs.
Enter new premiums or edit existing premiums (limited- to protect ledger!) Auto updated Broker Commission and GST. These Tab forms are auto save (without committing) on moving off the form.

History button when clicked displays new blue window over premium field showing Transaction Edits.




Archiving


Tick to archive old records and the lower display shows current view;
All/unarchived appear in lower grid display.

Search Button.
Search by policy id.


Policies Cover period
Covernote report is generated on criteria entered here.



Policy Premiums


Policy premium R/E/I Buttons

Renewal/Endorsement/Instalments.
On click, these Tab Buttons will auto create an updated policy.
You must then complete New Premium amounts, and update
any relevant part of the record accordingly.


Note: If you hit these buttons in Error, hit CANCEL X .

In order to process records without the need for duplicating entry, this special
Premium dropdown menu offers a selection whereby all current data will be duplicated

Renewals -This feature allows for fast renewals as it updates the date range of policy and changes the
Status. Endorsements - New items or situations can be added or removed with the endorsement choice.
These can be premium "0" but the invoice will reflect the changes.
Instalments - allows for part payments by clients, whereby the record has a master file first and
the record is automatically split for separate invoicing of the applicable amounts.
Return Premium- will bring forward all current data as negatives, you can then edit these amounts in the
Case of pro rata returns.
A Policy schedule report will reflect the current "STATUS" of the schedule automatically.

Policy Payment Record Buttons
Current Information is displayed for payments, further records are
available for viewing when these buttons are clicked.

Policy premiums Fees and GST
Where GST on premiums or Fees is applicable, tick to automatically calculate.
Policy Premium Client Receipt Payments
Click on red header to display grid.
After receipt is posted, Owing is updated to show balance, and Client payment history is updated.


Policy Premium Broker Payments
After Broker Run, payment detail is updated.
Policy Premium Broker GST Paid, auto updated on payment.
Policy Premium Underwriter Payments

*** PAYMENT DETAIL HISTORY
On click, the history will display in a yellow grid, on the left hand side over the blue grid.
On double click anywhere in the history grid, history will close and the blue grid reappears.

Policy Premiums Notes
By selecting the icon on the bottom left task bar, a window will appear over the grid area.
Notes entry screen for unlimited narrative detail. These will appear on schedule.

Office Notes
Unlimited narrative, these will not appear on schedules.


When Browsing, Inserting or Editing Premium details, mode will display in navigation bar at the top of the form.
Policies Browse, Edit and Insert mode will display at the bottom of the form.


Policy Agents Tab
Where the policy has an agent, choose to enter information here.
All relevant information for contact chosen will be automatically updated from default contact area.

Agent Grid above, displays all entered information in columns.
Payment details will be updated for display as they are processed.
Agent Drop Down Pick list for choice of Agent.


When Browsing, Inserting or Editing Policy Agents details, mode will display in navigation bar at the top of the form.


Policy Situations Tab. (LINES)
After the completion of Premiums, the policy must have a situation address.
In the case of multiple addresses, each address can be inserted under a new line number.
Individual interested parties/mortgagers may be entered here for notification.

Note: Address should not be a post office box.


Special buttons: Policy Situations auto Address Button,
 will insert primary address from client details.

When Browsing, Inserting or Editing Situation Lines details, mode will display in navigation bar at the top of the form.


Policy Items Tab.
Enter policy Items under section level as determined by Underwriter.
List section name and risk, sum insured and excess applicable.
Individual interested parties/mortgagers may be entered here for notification.
Specific excess per line item.
Policy Items Grid displays all entered information in columns.


When Browsing, Inserting or Editing Items details, mode will display in navigation bar at the top of the form.


Policy Vehicles Tab.
Enter vehicle detail.
For fleet added and removed dates, select from calendars.
The type of overnight parking, transmission etc can be chosen in the drop down menus.
Individual interested parties/mortgagers may be entered here for notification.
Policy Vehicle Lower Tab Buttons.
On click, button selected will open memo field for detail entry.
Accessories, Alarms and Modifications. These will appear on schedules.
Policy Vehicle Grid displays all entered information in columns.


When Browsing, Inserting or Editing Vehicles details, mode will display in navigation bar at the top of the form.


Policy Drivers Tab
Enter all driver details, inserting new record for each driver.
Enter complete name, drop down calendar or manual D.O.B.
Auto age insert. Enter current established no claim bonus.
Narrative field for previous insurer details.
Enter all driving offences and claim history detail in memo fields.

Policy Driver Grid displays all entered information in columns.


When Browsing, Inserting or Editing Drivers details, mode will display in navigation bar at the top of the form.


Policy Marine Tab.
Complete entry of marine information.

When Browsing, Inserting or Editing Marine details, mode will display in navigation bar at the top of the form.

Policy Underwriter Tab.
For additional underwriters, where risk is sub-divided, use this form.
Id fields are automatically updated from Config.


When Browsing, Inserting or Editing Underwriter details, mode will display in navigation bar at the top of the form.

Policy Claims Tab.
Policy Claims detail should be entered here.

Policy Claims Grid displays all entered information in columns.
When Browsing, Inserting or Editing Claims details, mode will display in navigation bar at the top of the form.



Policy Excesses Tab.
For any additional excesses, use this form.
Change Section number for each section applicable. These will appear on schedules.


When Browsing, Inserting or Editing Excess details, mode will display in navigation bar at the top of the form.



Policies Subsidiaries Tab.
Where a policy has subsidiary companies, enter details here.


When Browsing, Inserting or Editing Subsidiaries details, mode will display in navigation bar at the top of the form.


Policy Wordings Tab.
To enter specific wordings in two categories, top of schedule and end of schedule.

In setup you can complete all section wording for easy drop down menu selection.


When Browsing, Inserting or Editing Wordings details, mode will display in navigation bar at the top of the form.





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