Creating A New Product Settings

1. Point (Do not click) at your login name at the top right hand corner of your screen, you will get a dropdown list.
2. Click on “Settings’ on the Dropdown list, it will open the settings page
3. Click on “Products” link under the heading “Products”. The system will open up a page showing the policy products available
4. Click on the “Create New/View” button on the extreme right hand side of your screen
5. Click on the “New Product” option. This action will cause an “Add Products” popup page to appear
6. Fill in the required fields, with the details of the new product you want to add

NB: Click on the “Save” button.

1. The system will open up the product you have created.
2. On this page, click on the “Actions” button and

• Set up the Cover Note on the “Risk Note Setup” option from the dropdown list or
• Manage the Cover Note taxes by clicking on the “Taxes Setup” button or
• Edit the Cover Note details by clicking on the “Edit” button or
• Simply view the details of the new product by clicking on the “View” button