Integration AccountsIntegration Accounts\Fees

 

 

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:

 

  • Check-in the checkbox corresponding to the fee type listed in the Fee Types block. Similarly, check-in the checkbox corresponding to the policy business listed in the Policy Business block;
  • Select the Branch and Account Number. This is the account that the select fee type amount will be directed towards;
  • Click on  to move your selection into the Fee Accounts block.

 

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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