To add a new package tender you need to go through the following:

 

§  The Company name will be automatically displayed by the system;

§  Select the Branch of the company;

§  Select the Business Type of the tender;

§  Select the Product from a list of pre-defined products that was defined in the Products page located in the Insurance Setup sub-module;

§  Select the Insurance Class from a list of classes that were previously defined through the Insurance Classes page located in the Insurance Setup sub-module;

§  Select the Policy Type from a list of policy types that were defined in the Insurance Classes page. Note that policies will be filtered according to your insurance class selection;

§  Enter the Tender Name and Tender Number;

§  Select the name of the Insured customer;

§  Select the Inward Company if exist;

§  Enter the percentage of your company’s share in the Our Share field;

§  Select the name of the Beneficiary, if any;

§  Enter the Issue Date of the tender;

§  Select the Status of the tender (Active or Inactive) and the Status Date;

§  Enter the Description of the tender;

§  Click  to save your work.