
 
To include the interests of a policy for the ‘Motor’ line of
business you need to go through the following steps:
 
 - In the Policy
     Information block, all fields are read-only and are automatically
     retrieved by the system. The fields are general information regarding the
     policy;
 
 - The Interest Serial number
     is auto-generated by the system;
 
 - The Insurance Class
     and Policy Type are automatically displayed by the system according
     to the policy previously selected in the Policies
     page;
 
 - Enter the Interest Name;
 
 - The Latest Sum Insured
     will be calculated automatically after each time you update the sum
     insured;
 
 - The Effective Date
     and time will be automatically retrieved by the system according to the
     policy selected previously in the Policies
     page. You can change it if you want but it shouldn’t be less than the
     effective date of the policy;
 
 - The Expiry Date and
     time will be automatically retrieved by the system according to the policy
     selected previously in the Policies
     page. You can change it if you want but it shouldn’t exceed the expiry
     date of the main policy;
 
 - Enter the value of each
     unit to be insured in the Unit Sum Insured field;
 
 - Choose the currency from
     the Ex-Rate field;
 
 - The system will
     automatically calculate the Sum Insured in Local Currency of the
     company;
 
 - Select the Vehicle Make
     and Vehicle Type. These were defined in the Codes page of the General Settings module;
 
 - Select the Repair Condition.
     You can select from a list of repair conditions that were previously
     defined in the Codes page
     of the General Settings
     module;
 
 - Select the Interest
     Type. You can select from a list of types that were defined in the Interest Types page of the Insurance Classes sub-module;
 
 - Vehicle Body will
     be automatically displayed by the system according to your previous
     Vehicle Make and Type selection;
 
 - Select the Book No if needed ;
 
 - Select the Vehicle
     Usage. You can select from a list type that was defined in the Codes page of the General Insurance module;
 
 - Enter the Engine Number
     of the vehicle;
 
 - Specify the vehicle’s Engine
     Capacity. You can select from a list of engine capacities that were
     previously created through the Codes
     page of the General Settings module;
 
 - Enter in the vehicle’s Chassis
     Number;
 
 - Select the Vehicle Colour
     from a list of colours that were previously defined through the Codes page of the General Settings module;
 
 - Specify the vehicle’s Load.
     You can select from a list that was previously created through the Codes page of the General Settings module;
 
 - Enter in the Depreciation
     Percentage of the vehicle;
 
 - Choose the Risk
     Occupation and Jurisdiction ;
 
 - The Deductible
     percentage, Minimum Deductible and Maximum Deductible
     amount will be retrieved by the system based on the Interest Type
     setup. Note that you may change it if you want.
 
 - Note: Based on a
     preference, the Deductible percentage, Minimum Deductible
     and Maximum Deductible fields can be replaced by the Deductible
     Structure suggestion box predefined in the Deductible Structure page; 
 
 - Enter any necessary notes
     regarding the deductions in the Deductible Notes field;
 
 - Enter the Interest
     Description;
 
 - Enter the PML
     Percentage;
 
 - The Customer name.
     will be automatically retrieved by the system according to the policy
     selected previously in the Policies
     page;
 
 - Enter the Production
     Year of the motor vehicle;
 
 - Select the Vehicle
     Category. You can select from a list of vehicle categories that were
     previously defined in the Codes
     page of the General Settings
     module;
 
 - The Number of Seats
     of the vehicle will be automatically retrieved by the system based on your
     previous selection of Vehicle Make and Type; 
 
 - Select the vehicle’s Nationality;
 
 - Select the Vehicle
     Cylinder from a list that was previously defined through the Codes page of the General Settings module;
 
 - Specify the Number of
     Covered Passengers in the vehicle;
 
 - In the Covered Country
     select the country in which the vehicle will be covered against loss or
     accident, You can select more than one country;
 
 - Specify the details of Previous
     Accidents, if any;
 
 - Enter in the name of the Owner
     of the vehicle;
 
 - Enter any necessary in Notes
     and Note2 fields; you can enter notes in both languages
     of the system;
 
 - Select the Deductible
     From; on a case of a claim, the deductible will be calculated based on
     the Sum Insured or Claim Value.  
 
 - Select the Car Status
     from the predefined list;
 
 - Enter the PML
     Percentage;(Probable Maximum Loss)
 
 - Enter the Minimum
     Premium;
 
 - The Interest Premium
     and Interest Premium LC are initially set as zero. The amounts will
     change upon adding covers and calculating the premium;
 
 - Check the Is Brand New
     checkbox if the vehicle is brand new;
 
 - Check the Is Imported
     checkbox if the vehicle is imported;
 
 - Enter the Custom Number
     Issue Date; (this field is related to Yakeen Service)
 
 - Enter the Entry Place;
 
 - Enter the Registration
     Location;
 
 - Click
     to save your work; 
 - The next step will be to
     go to the Policy Covers
     page.
 
 
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