Difference between revisions of "Underwriting"
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==MOTOR UNDERWRITING== | ==MOTOR UNDERWRITING== | ||
Steps to Creating a motor policy: | Steps to Creating a motor policy: | ||
| − | * a. Click on the client link on the sidebar menu. | + | * a. Click on the <u>'''client link'''</u> 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. | + | * 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. |
| − | * c. Click on the New Policy button to open the policy creation screen below. | + | * c. Click on the '''New Policy''' button to open the policy creation screen below. |
* 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. | * 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 | + | '''''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. | * 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. | * f. Submitting the form saves the record, generates a policy number and directs you to the risk listing page below. | ||
Revision as of 07:47, 19 March 2020
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.
- c. Click on the New Policy button to open the policy creation screen below.
- 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.
