• Cover
  • Copyright
  • Contents
  • Preface
    • Audience for this Guide
    • How to Use this Guide
    • Other Information Sources
    • Writing Conventions in this Document
    • Your Feedback
  • Before You Begin
  • Overview
  • Standard Features
  • Buttons and Functions
  • Login
  • Page Structure
    • Top Menu Bar
    • Content
      • Page Header
      • Search Panel
      • Results Panel
      • Entry Panel
  • Global Landing
  • Insurance Setup
  • Insurance Classes
    • Insurance Classes
      • Add Insurance Class
      • Add Policy Type
    • Interest Types
    • Policy Business
    • Products
      • Add Product
        • Add Product Details
        • Add Product Premium
    • Policy Periods
  • Covers Premium
    • Cover Types
      • Add Premiums Covers/ Non Premiums Covers
      • Non Premium Covers
      • Cover Text
    • Agent/Customer Tariff
      • New Profile
      • Add Agent/ Customer Tariffs
    • Clauses
      • Clause Text Entry
    • Agent Clauses
    • Addition Short Periods
    • Refund Short Period
    • Loss Ratio Ranges
  • Underwriting Setup
    • Survey
      • Elements
      • Choices
    • Accumulation Risk
    • Interest Black List
    • VIP Premium Ranges
    • Deductible Structures
    • Liability Limit Structures
    • Loading Structure
      • Add Loading/ Discount
        • Add Elements
        • Add Choices
  • Production Setup
    • Endorsement Types
    • Endorsement Wording
    • Payment Cycle
    • Policy Serial
      • Set Policy Type Serial
    • Production Documents
    • Premium Calculation Bases
  • Fees
    • Fees Types
    • Fee Tiers
      • Add Fee Tiers
    • Agent Fees
    • Commissions & Charges
      • Commissions
        • Policy Business Charges
      • Charges
  • Discounts
    • Discount Types
    • Policy Business Discounts
      • Add Policy Business Discounts Automatically
      • Add Policy Business Discounts Manually
  • General Settings
  • Codes
    • Codes
    • Flex Columns
    • Preferences
    • Risk Ranges
    • Evaluation Bases
    • Vehicle Cards
    • Vehicle Owner
    • Vehicle Usage License
  • Agents
    • Agent Commissions
    • Agent Offices
    • Agent Books
  • Integration Accounts
    • Premium
    • Commission
    • Fees
    • Claim
    • Reinsurance
    • Default
    • Unearned
    • Discount
  • Security
    • Groups Security
    • Closing Periods
  • Claims Setup
    • Claim Documents
    • Payment Classification
    • Loss Causes/Results
    • Causes Covers
    • Vehicle Parts
    • Depreciation Ranges
    • Policy Losses
    • Claim Events
    • Claimant Reserve
    • Claim Violations
    • Vehicle\ Workshop Classification
    • Damage Type Details
  • Production
  • Quotations
    • Quotations
      • Creating a Quotation
        • Adding Insured Customers
        • Adding Beneficiaries
        • Adding Agents
        • Adding Attachments
    • Interests
      • General Accident Interest Entry
        • Add Covered Countries
      • Engineering Interests Entry
      • Motor Interests Entry
        • Add Covered Countries
        • Add Covered Driver List
        • Add Covered Passenger list
      • Marine Cargo Interests Entry
      • Marine Hull Interests Entry
      • Property Interests Entry
    • Covers & Premiums
      • Risk Interest
      • Document Fees
        • Interests Covers Premiums
          • Cover Discounts
        • Interests Non – Premium Covers
        • Interests Discounts
        • Loading and Discount
    • Instalments
      • Instalment Modifications
    • Wordings
      • Add Clauses
        • Add Wording
          • Add Cover Text
  • Cover Note
  • Policies
    • Policies
      • Automatic Reinsurance
      • Add Policies
        • Bind Insured Person(s) with Agent
        • Add Entirely New Insured
          • Customer Entry
          • Customer Document
        • Add Entirely New Beneficiary
          • Customer Entry
          • Customer Document
        • Add Insured
        • Add Agents
        • Add Beneficiaries
        • Add Attachments
        • Add Coinsurance Companies
    • Interests
      • General Accident Interest Entry
      • Add Covered Countries
      • Engineering Interests Entry
      • Motor Interests Entry
        • Add Covered Countries
        • Add Covered Driver List
        • Add Covered Passenger list
      • Marine Cargo Interests Entry
      • Marine Hull Interests Entry
      • Property Interests Entry
    • Covers & Premiums
      • Add Interest Cover Premiums
      • Add Interest Discounts
    • Instalments
      • Fees Modification
    • Wordings
      • Add Wording
        • Add Cover Text
  • Endorsements
    • Endorsements
    • Interests
    • Covers & Premiums
      • Add Interest Cover Premiums
        • Cover Discounts
    • Instalments
    • Wordings
      • Add Wording
        • Add Cover Text
  • Certificates
    • Certificates
      • Add Certificates
    • Interests
      • Marine Cargo Interests Entry
    • Covers & Premiums
      • Adding Interest Covers Premiums
    • Instalments
      • Modify Instalment Fees Details
    • Wording
      • Add Clauses
        • Add Wording
          • Add Cover Text
      • Automatic Reinsurance
  • Declarations
    • Declarations
      • Add Declarations
    • Interests
      • Marine Cargo Interests Entry
    • Covers and Premiums
      • Adding Interest Covers Premiums
    • Instalments
    • Wording
  • Renewal
    • Policy Renewal
      • Add Renewal Special Note
    • Package Tenders
      • Adding Package Tenders
    • Monthly Policies
  • Underwriting
    • Proposal Printing
    • Surveys
      • Adding Surveys
    • Import Interests
    • Import Interest CSV
    • Import Policies
  • Financial Integration
  • Claims Non Motor
  • Claims
    • Claims Entry
      • Adding Claims
        • Adding Interests to Claim
          • Interest Information
          • Claim Covers
          • Wording
          • Clauses
          • Covered Countries
          • Policy Attachments
          • OS Premium
          • Remarks History
    • Claim Surveyors
      • Surveyors Required Documents
    • Claimants
      • Add Claimants
        • Claimant Details
        • Claimant Contact Info
        • Reserve Estimates
          • Interest List
          • Claimant Documents
          • Action History
          • Claimant Violations
    • Claims Attachments
  • Reserve
    • Reserve Entry
  • Payments
    • Payments
      • Adding Claim Payments
        • Fees Details
        • Covers List
        • Discount Details
        • Attachment
    • Reverse Payment
  • Recovery
    • Recovery Entry
      • Adding a Recovery
    • Recovery Collection
      • Claim Recovery Collection Entry
      • Editing Fees Details
    • Reverse recovery collection
  • Claim Status
    • Claimant Status
    • Changing Claim Status
    • Changing Claimant Status
  • Financial Integration
  • Court Cases
    • Court Cases
      • Adding Court Cases
    • Sessions Follow Up
  • Claims Motor
  • Claims
    • Claims Entry
      • Adding a Claim
        • Adding Interests
    • Claim Surveyors
      • Adding Surveyor’s Required Documents
    • Claimants
      • Add Claimants
        • Claimant Details
        • Claimant Contact Information
        • Claimant Vehicle Info
          • Interest List
          • Claimant Documents
          • Action History
          • Claimant Violations
        • Reverse Estimates
    • Vehicle Survey
    • Claims Attachments
    • Claim Notice
      • Add Claim Notice
    • Vehicles Damaged Parts
  • Reserve
    • Reserve Entry
  • Repair Order
    • Adding a Repair Order
      • Repair Order Details
  • Purchase Order
    • Adding a Purchase Order
      • Order Details
  • Payments
    • Claim Payments
      • Add Claim Payments
        • Editing Fees Details
    • Reverse Payments
  • Recovery
    • Recovery Entry
      • Adding a Recovery
    • Recovery Collection
      • Claim Recovery Collection Entry
    • Reverse Recovery Collection
      • Claim Status
      • Changing the Claimant Status
  • Financial Integration
  • Court Cases
    • Court Cases
      • Adding Court Cases
    • Sessions Follow Up
      • Session Attachments
  • Reinsurance
  • Proportional Treaty
    • Treaties
      • Cover Premium Share
      • Reinsurers Shares
      • Reinsurer Fees
    • Reinsurance Plans
      • Plan Details
    • Risk Category
  • Distribution
    • Policy Reinsurance Query
    • Production Reinsurance
    • Reinsurance Distribution
      • Treaty Cover Premium Shares List
      • Reinsurance Fees
      • FAC Installments List
      • Reinsurance Attachments
    • Financial Integration
  • Claims
    • Claims Reinsurance
    • Claims Financial Integration
  • Bordereau
    • Treaty Bordereau
    • Production and Claims
    • Bordereau Financial Integration
  • Non-Proportional Treaty
    • Non-Proportional Treaty
      • XL Treaty Business List
      • XL Treaty Layers List
        • XL Treaty Reinsurers List
      • Specify XL Broker Reinsurer Shares
      • Xl Deposit Installments
    • Treaty Adjustment
    • Reinstatement Adjustment
    • XL Claims
    • XL Events
    • XL Claims Financial Integration
  • Reinsurance Tools
    • Proportional Loss Advise
    • Sliding Scale
    • Profit commission
    • XL Claim Loss Advise
    • Cash Call
  • Queries
  • Insured Query
    • Interest Information
    • Interest Premium
    • Policy Wording
    • Claim History
    • Production Slips
    • Production Distribution
  • Production Queries
    • Accumulation Risk Monitoring
    • Earned/ Unearned Premiums Analysis
    • Unearned Financial Integration
  • Dashboard
  • Interactive Chart
  • Glossary
  • Reader’s Comment Form