Maintaining Policies
Maintaining Policies
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Maintaining Policies
Test Results
Maintaining Policies

Adding policies is a three phase process. You add the policy, then add the associated people and policy details. First, add a policy.

Specify a policy number.

Finally, add the policy details.

First, add all assets covered by the policy.

Add the coverage types for each asset.

Save the policy again to include the additional details.

To delete a policy, you must first delete all associated people and policy details. Ensure the policy you want to delete is selected before removing the associated details. In this example, the policy has been selected.

Confirm you want to delete Blake Chen.

Confirm you want to delete the coverage type.

Next, delete the asset.

Confirm you want to delete the asset.

With the associated policy details removed, and the policy already selected, delete the policy.

Confirm you want to delete the policy.

Use the Maintain Policy Details page to replace the sample data with your own. Policies are made available when creating claims.

Complete the remaining fields as necessary. In this example, the fields have been completed for you.

Save the policy before adding people and policy details.

Use the Enter the Person details dialog box to add contact information for the insured party.

Complete the fields as necessary. In this example, the fields have been completed for you.

Complete the remaining fields as necessary. In this example, the fields have been completed for you.

Complete the fields as necessary. In this example, the fields have been completed for you.

Complete the fields as necessary. In this example, the fields have been completed for you.

Policy C55678 is now deleted.

Use the People tab to add all persons associated to the selected policy.

Use the Policy Details tab to add assets and coverage types covered by the policy.

You can reverse any modifications to a single selected row using the Undo button. To save the modification, you would click Save instead.

Next, modify the expiration date for the asset. You modify any aspect of a policy in a similar manner.

The policy C55678 is now added.

Maintaining Policies

You have completed the Maintaining Policies topic.

Click the Links link.
Click the Maintain Policy link.
Click the Add button.
Enter the desired information into the Policy Number field. Enter
a valid value
e.g.
"C55678"
.
Click the OK button.
Click the Product list.
Click the Auto Insurance list item.
Click the Add button.
Click the OK button.
Click the Policy Details tab.
Click the Add button.
Click the Add button.
Click the Save button.
Click the People tab.
Click an entry in the row.
Click the Delete button.
Click the Yes button.
Click the Policy Details tab.
Click the Delete button.
Click the Yes button.
Click an entry in the row.
Click the Delete button.
Click the Yes button.
Click the Delete button.
Click the Yes button.
Click the Save button.
Click the Manage Insurance Claims link.
Click the Save button.
Click an entry in the row.
Click the Undo button.
Click in the Expiration Date field.
Enter the desired information into the field. Enter
a valid value
e.g.
"12/4/2014"
.
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