CertificatesCertificates\CertificatesCertificates\Add Certificates

 

 

To create certificates, first you need to select the open cover Policy in the Policy Search block page. However, you can create certificates for open cover policies only. Click  and then go through the following steps:

 

§  The Document No. Certificate Year will be given by the system;

§  Enter the Issue Date and Effective Date of the certificate Note that the effective date entered must be within policy period;

§  Select the Calculation Base of the certificate;

§  Enter any necessary Certificate Note;

§  To attach any important documents, click  to select the path of file on your PC. You can add more than one Attachment by clicking

§  The rest of the fields will be automatically retrieved from the system;

§  Click  to save your work.

 

Note that at the bottom of the page the system will automatically retrieve the selected policy’s insured person (s), beneficiaries and attachments. Click on the needed Tab to view the needed information.

 

 

 


 

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