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

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(Deleting a Condition or Memorandum in a Case)
(Creating a New Condition in a Case)
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#Click on the '''Underwriting Tab'''
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#Click on the '''Endorsements Tab'''
 
#Click on the '''Add a New Conditions Item Button'''
 
#Click on the '''Add a New Conditions Item Button'''
 
#Search for Existing Conditions or complete the details as required
 
#Search for Existing Conditions or complete the details as required
 
  
 
== Creating a New Memorandum in a Case ==
 
== Creating a New Memorandum in a Case ==

Revision as of 06:25, 2 July 2014

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 Endorsements 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. Please note if you cannot see the rubbish bin icon next to the Condition or Memorandum this is because these have been added by the rule builder and cannot be deleted.

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