How To Create And Manage Policies

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  1. On the main Menu, point at the “Underwriting” item, and click on “Policies” from the dropdown list. This action will take you to the “Policies” page.
  2. On the “Policies” page, click on the “Create New/View” button on the right hand corner of the page. From the dropdown list, click on the “New Policy” option. This action will take you to the “New Policy” page.
  3. For an already existing customer, start typing on the customer input field and choose the customer from the dropdown list.
  4. For a new customer, start typing the name of the customer, but click on the “+ New Customer” option. This option will lead you to a New Customer’s popup page, where you will be able to enter all the details of the customer.

Click on “Save”

  1. Next, fill in all the other fields with the customer’s details. Then click on the “Save (Continue Setup) option.
  2. Next, the system will redirect you to the “Policy Details” page where you will be able to manage the Sum Insured, Basic Premium %, and Basic Premium Total
  3. Next, fill in the customer details in the relevant fields
  4. At the bottom of the page, on the left side, click on the “Save” button.