Underwriting

UNDERWRITING

Underwriting forms the backbone of General Insurance. In AIMS2018, underwriting subsystem is the most voluminous. The subsystem allows all functions that relate to underwriting to be performed.

MOTOR UNDERWRITING

Steps to Creating a motor policy:

• a. Click on the client link on the sidebar menu.
• b. Click on the +Add Client button and create the client if it is a new client. If the client exists, search and click on the client record or +Policies button to access the client details screen.

New Policy Button

• c. Click on the New Policy button to open the policy creation screen below.

New Policy Button

• d. Fill in the required policy details in the policy creation screen as in figure below and submit the details by clicking the Save button to generate the policy number.

NB: All input fields with red asterisk are mandatory

• e. Select motor department on the Department field. This will display motor classes only on the Class field.
• f. Submitting the form saves the record, generates a policy number and directs you to the risk listing page below.

Add Vehicle page

• g. The risk listing page gives you two options: Uploading the motor details or inputting the details yourself.

i. Uploading motor details

To upload the motor details, click on the +Upload/Modify Fleet button to access the upload screen. The screen below will be opened.

Upload Fleet Page