See video tutorial DICTIONARIES
Here you may define insurance products available in specific Insurance Companies IC. First select IC name and click ADD button. To add insurance product you need to specify:
1. Policy name (eg. Safe Home or Transport)
2. Group that policy belongs to (eg. transport insurance, property insurance, life insurance, green card other form)
3. Risks - each policy needs to have at least one risk assigned. Risks are for example: accident, third party liability TCL, casualty, fire, thief etc. With risk name add agency commission as well.
4. Policy form - add policy form template to print policies
5. Additional options - displays additional options concerning the polisy
6. Discounts and rises
Add/edit policy name window
Practical example: Assign policy name to the selected IC
Solution: Go to upper menu Dictionaries - Policy names. In opened window (pic. 1) select the IC for which you want to add a policy name (names of Insurance Companies should be first entered in "Insurance companies" dictionary)
To add a policy name click on "ADD" icon.
In "policy info" segment enter a policy name and select for which group it belongs for example a transport policy. In "risks" segment click od "PLUS" icon to add risks available on policy (e.g. third party liability, fire, thief). Click on "SAVE" icon.