Contents. vii

Preface. vii

Audience for this Guide. vii

How to Use this Guide. vii

Other Information Sources. vii

Writing Conventions in this Document vii

Your Feedback. vii

Before You Begin. 8

Overview.. 8

Standard Features. 9

Buttons and Functions. 10

Login. 11

Page Structure. 12

Top Menu Bar 12

Content 12

Page Header 12

Search Panel 13

Results Panel 13

Entry Panel 13

Global Landing. 14

Insurance Setup. 17

Insurance Classes. 17

Insurance Classes. 17

Add Insurance Class. 17

Add Policy Type. 18

Interest Types. 19

Policy Business. 20

Products. 21

Add Product 22

Policy Periods. 25

Covers Premium.. 26

Cover Types. 26

Add Premiums Covers/ Non Premiums Covers. 27

Non Premium Covers. 30

Cover Text 32

Agent/Customer Tariff 33

Add Agent/ Customer Tariffs. 35

Clauses. 37

Clause Text Entry. 38

Agent Clauses. 39

Addition Short Periods. 41

Refund Short Period. 42

Loss Ratio Ranges. 43

Underwriting Setup. 43

Survey. 44

Accumulation Risk. 46

Interest Black List 47

VIP Premium Ranges. 48

Deductible Structures. 49

Liability Limit Structures. 51

Loading Structure. 51

Add Loading/ Discount 52

Production Setup. 53

Endorsement Types. 54

Endorsement Wording. 55

Payment Cycle. 56

Policy Serial 57

Set Policy Type Serial 58

Production Documents. 58

Premium Calculation Bases. 59

Fees. 60

Fees Types. 61

Fee Tiers. 62

Add Fee Tiers. 63

Agent Fees. 64

Commissions & Charges. 66

Commissions. 66

Charges. 67

Discounts. 69

Discount Types. 69

Policy Business Discounts. 69

Add Policy Business Discounts Automatically. 70

Add Policy Business Discounts Manually. 71

General Settings. 72

Codes. 72

Codes. 73

Flex Columns. 74

Preferences. 75

Risk Ranges. 75

Evaluation Bases. 76

Vehicle Cards. 77

Vehicle Owner 78

Vehicle Usage License. 79

Agents. 80

Agent Commissions. 80

Agent Offices. 82

Agent Books. 83

Integration Accounts. 84

Premium.. 85

Commission. 87

Fees. 88

Claim.. 90

Reinsurance. 92

Default 94

Unearned. 95

Discount 96

Security. 98

Groups Security. 98

Closing Periods. 99

Claims Setup. 100

Claim Documents. 100

Payment Classification. 101

Loss Causes/Results. 102

Causes Covers. 103

Vehicle Parts. 104

Depreciation Ranges. 104

Policy Losses. 105

Claim Events. 106

Claimant Reserve. 107

Claim Violations. 108

Vehicle\ Workshop Classification. 108

Damage Type Details. 110

Production. 110

Quotations. 111

Quotations. 111

Creating a Quotation. 114

Interests. 118

General Accident Interest Entry. 119

Engineering Interests Entry. 122

Motor Interests Entry. 124

Marine Cargo Interests Entry. 128

Marine Hull Interests Entry. 130

Property Interests Entry. 132

Covers & Premiums. 134

Risk Interest 135

Document Fees. 135

Instalments. 139

Instalment Modifications. 140

Wordings. 142

Add Clauses. 142

Cover Note. 145

Policies. 146

Policies. 146

Automatic Reinsurance. 148

Add Policies. 149

Interests. 158

General Accident Interest Entry. 159

Add Covered Countries. 161

Engineering Interests Entry. 161

Motor Interests Entry. 163

Marine Cargo Interests Entry. 166

Marine Hull Interests Entry. 168

Property Interests Entry. 170

Covers & Premiums. 172

Add Interest Cover Premiums. 173

Add Interest Discounts. 174

Instalments. 175

Fees Modification. 175

Wordings. 178

Endorsements. 181

Endorsements. 181

Interests. 185

Covers & Premiums. 186

Instalments. 189

Wordings. 190

Certificates. 193

Certificates. 193

Add Certificates. 194

Interests. 195

Marine Cargo Interests Entry. 196

Covers & Premiums. 198

Adding Interest Covers Premiums. 199

Instalments. 200

Modify Instalment Fees Details. 200

Wording. 201

Add Clauses. 201

Automatic Reinsurance. 204

Declarations. 204

Declarations. 205

Add Declarations. 206

Interests. 207

Marine Cargo Interests Entry. 208

Covers and Premiums. 210

Adding Interest Covers Premiums. 211

Instalments. 212

Wording. 212

Renewal. 212

Policy Renewal 213

Add Renewal Special Note. 214

Package Tenders. 215

Adding Package Tenders. 215

Monthly Policies. 216

Underwriting. 217

Proposal Printing. 218

Surveys. 219

Adding Surveys. 220

Import Interests. 221

Import Interest CSV.. 222

Import Policies. 223

Financial Integration. 223

Claims Non Motor. 225

Claims. 225

Claims Entry. 225

Adding Claims. 226

Claim Surveyors. 231

Surveyors Required Documents. 231

Claimants. 232

Add Claimants. 233

Claims Attachments. 238

Reserve. 238

Reserve Entry. 239

Payments. 241

Payments. 241

Adding Claim Payments. 242

Reverse Payment 245

Recovery. 246

Recovery Entry. 246

Adding a Recovery. 247

Recovery Collection. 248

Claim Recovery Collection Entry. 249

Editing Fees Details. 250

Reverse recovery collection. 251

Claim Status. 252

Claimant Status. 252

Changing Claim Status. 253

Changing Claimant Status. 253

Financial Integration. 254

Court Cases. 255

Court Cases. 255

Adding Court Cases. 256

Sessions Follow Up. 257

Claims Motor. 259

Claims. 259

Claims Entry. 259

Adding a Claim... 260

Claim Surveyors. 264

Claimants. 266

Add Claimants. 266

Vehicle Survey. 271

Claims Attachments. 272

Claim Notice. 273

Add Claim Notice. 273

Vehicles Damaged Parts. 275

Reserve. 277

Reserve Entry. 277

Repair Order. 279

Adding a Repair Order 279

Purchase Order. 281

Adding a Purchase Order 281

Payments. 283

Claim Payments. 283

Add Claim Payments. 284

Reverse Payments. 286

Recovery. 287

Recovery Entry. 287

Adding a Recovery. 288

Recovery Collection. 289

Reverse Recovery Collection. 291

Claim Status. 292

Changing the Claimant Status. 293

Financial Integration. 294

Court Cases. 295

Court Cases. 295

Adding Court Cases. 295

Sessions Follow Up. 297

Reinsurance. 299

Proportional Treaty. 299

Treaties. 299

Reinsurance Plans. 305

Plan Details. 306

Risk Category. 307

Distribution. 308

Policy Reinsurance Query. 308

Production Reinsurance. 309

Reinsurance Distribution. 310

Financial Integration. 314

Claims. 316

Claims Reinsurance. 316

Claims Financial Integration. 317

Bordereau. 318

Treaty Bordereau. 318

Production and Claims. 319

Bordereau Financial Integration. 320

Non-Proportional Treaty. 321

Non-Proportional Treaty. 321

XL Treaty Business List 322

XL Treaty Layers List 323

Specify XL Broker Reinsurer Shares. 325

Xl Deposit Installments. 326

Treaty Adjustment 326

Reinstatement Adjustment 327

XL Claims. 329

XL Events. 330

XL Claims Financial Integration. 331

Reinsurance Tools. 333

Proportional Loss Advise. 333

Sliding Scale. 334

Profit commission. 335

XL Claim Loss Advise. 337

Cash Call 338

Queries. 340

Insured Query. 340

Production Queries. 344

Accumulation Risk Monitoring. 344

Earned/ Unearned Premiums Analysis. 345

Unearned Financial Integration. 346

Dashboard. 347

Interactive Chart. 347

Glossary. 348

Reader’s Comment Form.. 351