In the Discount page, you can link together each Discount Type with a Policy Business and define to which Addition Account the Discount amount should be added;

 

To inquire about certain previously added Discount Types, you need to fill in the searching criteria at the top of the page by specifying the fields (Insurance Class, Policy Type... etc.) you are searching for and click. Where the matching results will be displayed in the below figure:

 

 

To link together a discount type of each claimant type with a policy business and to set an account, you need to perform the following steps:

 

§  Check-in the checkbox corresponding to the Discount Types listed in the Discount Types block. Similarly, check-in the checkbox corresponding to the policy business listed in the Policy Business block;

§  In the Data Binding section; select the Branch, Addition Account, Cost Center, and the Refund Account;

§  Click on  to move your selection into the Claim Accounts block.

 

To edit any entry, select it in the Discount Accounts block and accordingly, the entry will be displayed in the Discount Accounts Entry block where you can make any desired changes. If you would like to add a new entry in this block, you can click  and fill out the necessary criteria.

 

 

§  Select the Insurance Class for this flex column. Based on the insurance class you choose, the Policy Type drop-down list will be updated with the relevant values. Select the Policy Type that corresponds to this flex column;

§  Select the Business Type for this commission, These business types were predefined in the system;

§  Select the Discount Type from the predefined list;

§  Select the Branch where this discount will be used

§  Select the Addition Account;

§  Select the Cost Center;

§  Select the Refund Amount;

§  Select the Cover Type;

§  Once you have finished, click  to save the changes