There will be times when you want to change the way standard documents appear.
On Quotations you may want to apply specific terms or make the Quotation subject to certain things – this is dealt with by adding Conditions.
On Policy documents and Schedules you may want to apply special terms by endorsing the wording – this is dealt with by adding Memorandums.
Both of these work in very similar ways
Log in to SchemeServe
Click on the Admin Tab
Click on Endorsements
Select the Scheme and Insurer, its generally best to create Conditions and Memorandums for all Insurers unless they are totally specific to a particular market.
If you want these to be available for All Schemes and All Insurers then they will be available in any type of Scheme.
The top area of the screen relates to Conditions and the bottom part to Memorandums.
Adding a New Condition
To add a new Condition click on Add New, type in an Identifier (its very useful to make this something that you can use later to specifically identify this Condition when creating Rules) and then type the text that you want to appear.
Click Save and that’s it – you have created a Condition.
Adding a new Memorandum
To add a new Memorandum click Add New, type in an Identifier (its very useful to make this something that you can use later to specifically identify this Memorandum when creating Rules), add a title and then the body of the text that you want to appear.
Click Save and that’s it – you have created a Memorandum.
To add Conditions and Memorandums in a specific Case, just click on the Endorsements tab within the case record, and then either select Add a new Conditions Question or Add a new Memorandum Question.
You can then search for the wording you require by type any part of the wording text that applies, a list of matches will appear, select the one that you want, the full wording will then appear in the Body area.
This text can either be left unaltered or can be amended as required – the wording finally saved is unique to this policy and will not be effected by future changes to your library wordings.
When complete Save and then Save Changes to the Endorsements tab.
Including On Documents
To incorporate the Conditions and Memoranda that you have created in documents simply add the dynamic fields [Underwriting.Conditions] or [Underwriting.Memorandums] to your document templates and they will be printed in full at that point.
You can control which Memoranda are added to the document with these dynamic fields by adding an optional parameter, [Underwriting.Memorandum=<prefix>], where <prefix> is some text that the memorandums identifier starts with.
For example, [Underwriting.Memorandum=PROP] will only show those Memoranda that have an identifier that starts with the phrase 'PROP'
Copying Endorsements from another Scheme or Insurer
You can copy endorsements you have previously entered to a new Scheme or Insurer. On the Endorsements screen, there is a link to 'Import from another scheme'. Clicking this will give you the options to select the source and destination scheme, the insurer, the status or you can select to copy endorsements for all of the insurers.