In the Fee Accounts page, you can link together fee types with a policy business and define to which accounts the calculated fees amounts should go towards. Fee types were created in the Fee Types page of the Fees sub-module in the Insurance Setup module. Policy business types were defined in the Policy Business page of the Insurance Classes sub-module in the Insurance Setup module;
To inquire about certain previously added fees accounts 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 fees types and business types will be filtered as shown in below figure:
To link together a fee type with a policy business and to set an account, perform the following steps:
To edit any entry, select it in the Fee Accounts block
and accordingly, the entry will be displayed in the Fees 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 perform the following steps:
§ 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 Fee Type from the predefined list;
§ Select the Branch where this Fee will be used
§ Select the Addition Account;
§ Select the Cost Center from the predefined list
§ Select the Refund Account in case it was different in the policy
§ Select the Cover Type:
§
Once you have finished,
click to save the changes
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