Using the Survey page, you can create a survey to be used by an underwriter to assess the risk factor of a potential client. To create a survey, you must first define the survey and then add the survey elements in the Survey Elements block. Once you add the survey elements, you can add the Elements Entry which will be the answer options for each survey.

 

To view certain pre-defined Survey, fill in the selecting criteria fields with the proper details to filter down the retrieved records. If you wish to edit any, click on the claim needed and you can proceed with making the changes you want.

 

To add a new survey, you need to perform the following steps:

 

§  Enter the Name of the survey. In the Name 2 field, enter in the name of the survey in the alternate language of the system, if so desired;

§  Select the Survey Type from the list;

§  Select the Insurance Class & Policy Type of the survey;

§  In the Apply On field Choose one of the systems you want this survey to be Applied on;  

§  Enter in any necessary Notes regarding the survey;

§  Once you have finished entering the necessary data, click. You can now proceed with defining the Survey Elements.