Difference between revisions of "Adding Endorsements to Cases"

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(New page: When you Add an Endorsement to a policy, you are changing the policy's wording and contractual obligations. These changes fall under the realm of Adjustments. Select a policy as if you we...)
 
 
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When you Add an Endorsement to a policy, you are changing the policy's wording and contractual obligations. These changes fall under the realm of Adjustments.
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When you add an Endorsement to a Case, you are normally changing the cover and sums insured. These changes fall under the realm of Adjustments.
  
Select a policy as if you were making an Adjustment and press Adjust Policy.
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Select a Case and press Adjust.
  
Set the Date range when this Adjustment will be in effect from and until and alter any values on the Policy Summary you require.
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Set the Date range when this Adjustment will be in effect from and until and alter any values on the Matrix you require.
Then go to the Underwriting tab.
 
  
On this tab you can add new Conditions to the policy, you can also add Memorandums to it. These memos can also contain dynamic fields so that when the policy document is printed, the memo can reference values from the policy.
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Then, if necessary go to the Underwriting tab.
  
To create a new Memorandum, press the Add a New Memorandum Item button, fill in the details and then press Save.
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On this tab you can add new Conditions to the Case, you can also add Memorandums to it. These Memorandum can also contain dynamic fields so that when the policy document is printed, the Memorandum can reference values from the Case.
To create a new condition, press the Add a New Conditions Item, fill in the details and then press Save.
 
  
If a condition or Memorandum no longer applies and you would like it removed from the policy, un-check the check box next to the item and it will be deleted when the Adjustment is saved. You can also press the Delete button next to the Condition or Memorandum to remove the new item. Note that the delete button only appears for new items.
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= Creating a new Memorandum =
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[[File:AddEndt.png|thumb|right|Add Endorsement / Condition Screen]]
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To create a new Memorandum, press the Add a New Memorandum Item button, you can search for standard Memorandum that exist in the library by typing some text that you know appears in that wording, select the Memorandum required or fill in other details and then press Save.
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= Creating a new Condition =
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To create a new Condition, press the Add a New Conditions Item, you can search for standard Conditions that exist in the library by typing some text that you know appears in that wording, select the Condition  required or fill in other details and then press Save.
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If a Condition or Memorandum no longer applies and you would like it removed from the policy, un-check the check box next to the item and it will be deleted when the Adjustment is saved. You can also press the Delete button next to the Condition or Memorandum to remove the new item. Note that the delete button only appears for new items.

Latest revision as of 07:43, 28 September 2012

When you add an Endorsement to a Case, you are normally changing the cover and sums insured. These changes fall under the realm of Adjustments.

Select a Case and press Adjust.

Set the Date range when this Adjustment will be in effect from and until and alter any values on the Matrix you require.

Then, if necessary go to the Underwriting tab.

On this tab you can add new Conditions to the Case, you can also add Memorandums to it. These Memorandum can also contain dynamic fields so that when the policy document is printed, the Memorandum can reference values from the Case.

Creating a new Memorandum

Add Endorsement / Condition Screen

To create a new Memorandum, press the Add a New Memorandum Item button, you can search for standard Memorandum that exist in the library by typing some text that you know appears in that wording, select the Memorandum required or fill in other details and then press Save.

Creating a new Condition

To create a new Condition, press the Add a New Conditions Item, you can search for standard Conditions that exist in the library by typing some text that you know appears in that wording, select the Condition required or fill in other details and then press Save.

If a Condition or Memorandum no longer applies and you would like it removed from the policy, un-check the check box next to the item and it will be deleted when the Adjustment is saved. You can also press the Delete button next to the Condition or Memorandum to remove the new item. Note that the delete button only appears for new items.