Difference between revisions of "About Endorsements Tab, Adding/Deleting Conditions or a Memorandum to an Endorsement"

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(Created page with "== About Endorsements Tab, Adding/Deleting Conditions or a Memorandum to an Endorsement == == Introduction == This tab enables you to add new Condition Questions to a Case. ...")
 
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== See Also ==
 
== See Also ==
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[[Creating a Case]]
  
 
[[Getting a Quote]]
 
[[Getting a Quote]]

Revision as of 05:05, 8 November 2012

About Endorsements Tab, Adding/Deleting Conditions or a Memorandum to an Endorsement

Introduction

This tab enables you to add new Condition Questions to a Case. It also allows you to add a Memorandum to the Case.

Memoranda may contain dynamic fields that can be populated when the policy document(s) is printed. A memorandum can reference values from within the Case.


Creating a New Condition in a Case

  1. Click on the Underwriting Tab
  2. Click on the Add a New Conditions Item Button
  3. Search for Existing Conditions or complete the details as required


Creating a New Memorandum in a Case

  1. Click on the Underwriting Tab
  2. Click the Add a New Memorandum Button
  3. Search for an Existing Memorandum or Complete the Details as Required
  4. Click on the Save Button to save the Memorandum


Deleting a Condition or Memorandum in a Case

  • You can use the Rubbish Bin/Trash Can Icon next to the Condition or Memorandum to remove the new item


Video Tutorial


See Also

Creating a Case

Getting a Quote

Searching for existing Cases

Jumping straight to a specific Case

Case Statuses

Renewing Cases

Adjusting Cases

Cancelling Cases

Generating new Case Documentation

Uploading existing Case Documentation/Files

Making Notes

Switching Agent for an existing Case

Permanently Deleting a Renewal/Adjustment/New Premium