Training 11: Declarations
In this training, you will go through the declarations sections in detail. You will get to know how to create and manage customized declaration templates and manage declarations.
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Setting up the template
The first step is to ensure the template are made. The second step is to connect the templates with the correct policies in order to raise the declarations.
The declaration feature is mostly useful for fire and marine policies.
The first step of an admin is to ensure whether the templates are in their place.
Click on Settings > Templates > Declaration. Here you can see some of the default templates offered by the software itself.
When you click and expand you will see the option to enter the declaration template name, select respective policies, interval, etc. In order to add a variable, enter the position, add the variable, and click Update. Also if you want to change the variable positions after updating, simply select and change accordingly.
If you want to add a separate variable other than the programmed variable, just click on Add Variable button in the top corner, and add new variables as per your requirements.
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The declaration feature is mostly useful for fire and marine policies.
The first step of an admin is to ensure whether the templates are in their place.
Click on Settings > Templates > Declaration. Here you can see some of the default templates offered by the software itself.
When you click and expand you will see the option to enter the declaration template name, select respective policies, interval, etc. In order to add a variable, enter the position, add the variable, and click Update. Also if you want to change the variable positions after updating, simply select and change accordingly.
If you want to add a separate variable other than the programmed variable, just click on Add Variable button in the top corner, and add new variables as per your requirements.
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How to connect the template with the correct policies?
The next step is to connect the templates with the correct policies.
Click on Settings > Policy > Policy Master > search for the particular policy > click and expand > give a tick mark on the Declarations > scroll down > click on the Update Policy button.
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Click on Settings > Policy > Policy Master > search for the particular policy > click and expand > give a tick mark on the Declarations > scroll down > click on the Update Policy button.
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How to add a client?
Click on “+” > Add Business > Premium.
Now search for a particular client. Scroll down click on NExt, put the insurance company name, choose the branch and other details, put the amount received from the client, choose the mode of payment, add attachments if any, choose payment type, scroll down, tick mark on corresponding policy and click on Save,
Click Yes on the pop-up considering that we have received the policy details.
Now you will be taken to the Add Policy page, enter the corresponding details here, scroll down to check the details, enter the policy number, scroll down again, cross-check the brokerage amount auto-calculated, select the respective delivery settings, now give a tick mark on the declarations, choose the declaration template and interval.
Since you have connected the policy with the template, you will be able to see the relation alters. Now scroll down and click Save.
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Now search for a particular client. Scroll down click on NExt, put the insurance company name, choose the branch and other details, put the amount received from the client, choose the mode of payment, add attachments if any, choose payment type, scroll down, tick mark on corresponding policy and click on Save,
Click Yes on the pop-up considering that we have received the policy details.
Now you will be taken to the Add Policy page, enter the corresponding details here, scroll down to check the details, enter the policy number, scroll down again, cross-check the brokerage amount auto-calculated, select the respective delivery settings, now give a tick mark on the declarations, choose the declaration template and interval.
Since you have connected the policy with the template, you will be able to see the relation alters. Now scroll down and click Save.
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How to record declarations?
Click on Policy > Declarations. Click on Apply Filter > search for the client > click and expand > enter the corresponding details and click on Update. This is how you record declarations.
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