Policy Rate Maintenance
The days of multiple spreadsheets are hopefully behind us.
Each set of rates for each currency held within the master insurance policy records can be duplicated, with or without a percentage rate adjustment, and set to become active from a specified date.
Complete policies with all options and rates can be duplicated for use as a template for similar products, which can subsequently be amended.
Rates can be created from existing rates in another currency by entering a currency exchange rate when duplicating.
As all documentation is setup within Microsoft Word, changes to content or style can be made and the revised file uploaded to the Word Letter Templates screen, after which all documentation will be based on the revised file.
The video below gives an overview of the policy maintenance options. Video length 04:03 minutes