To add new Loading, you need to click and then perform the following steps in the Loading Entry block:
§ Enter the Name of the Loading/ Discount;
§ In Name2, you can enter the Name in the second language of the system;
§ Select the Type (Loading, or Discount);
§ Select the Insurance Class from the predefined list;
§ Select the Policy Type from the predefined list;
§ Select the Status of the added loading/ discount (Active, Inactive);
§ Enter any necessary Notes;
§ Once you have finished defining the necessary data, click
After defining the Loading/ Discounts, you need to define the Elements (Questions) and their Choices (Answers)
Related Topics
Loading Structure
Add Elements
Add Choices