QuotationsQuotations\InstalmentsInstalments\Instalment Modifications

Instalment Modifications

 

To modify the fee percentage or due date, in the Instalment Fee Details tab, click on the fees you want and then perform the following:

 

§  In the Fees Modifications block, the Fees Type and Policy Fees Type will be automatically displayed by the system according to the setup defined;

§  Enter the Fee Percentage or Fee Amount;

§  Accordingly, the system will calculate the Fee Amount in Local Currency of the system;

§  Click  to save the modifications you’ve done.

 

Commissions

 

 

To modify the instalment commissions, in the Commissions tab, click on the charge you want and then perform the following:

 

§  In the Commissions Modifications block, the Commission Type, commission % and servicing fees amount will be automatically displayed by the system according to the selected policy the user will be able to modify it as desired;

§  Accordingly, the system will calculate the Exchange Rate and Commission Amount in Local Currency of the system;

§  Click  to save the modifications you’ve done.

Charges

 

The Charges tab, displays the charges that were added in the Commissions and Charges page in the Insurance Setup module;

 

 

 

Shares Instalments

 

Through this page you can view the shares instalments as displayed in the below figure:

 

 

Instalments Cover Premiums

 

Through this page you can view the instalments premiums as displayed in the below figure:

 

 

 


 

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