In the Clauses page, you can define clauses to be used in the Policy Wording page of the Production module. Clauses are stipulations included in insurance policies. You will also be able to add the Clause Text;

 

To view certain pre-defined clause, fill in the selecting criteria fields with the proper details to filter down the retrieved records. If you wish to edit any, click on the claim needed and you can proceed with making the changes you want.

 

To add a clause, click  in the Clauses block and perform the following steps in the Clause Entry block:

 

§  Enter in the Code of the clause;

§  Enter the Name of the clause. In the Name 2 field, you can define the name of the clause in the alternate language of the system if so desired;

§  Select the Insurance Class of this clause;

Note: if the selected Insurance Class was Marine Cargo, you need to select the Conveyance from the predefined suggestion box;

§  Select the Policy Type if this clause is only for a specific policy type;

§  Select the Status of this clause; (Active, Inactive)

§  Enter the Effective Date and the Expiry Date of this Clause;

§  Once you have finished entering the necessary data, click. You can now proceed to the Clause Text block.