Insurecom, Documents
Overview
There are three sets of documents that you’ll need to print when working with Insurecom…
- Insurecom documents for any quote
- Insurecom documents for the accepted quote
- Durell Word documents re demands & needs, term of business and statement of price
These are fully described in the following sections. In all cases these documents will be saved in your client’s Durell document viewer, accessible via the green “W” button on the toolbar, as shown below.
Insurecom Documents for
Any Quote
While on the Insurecom screen you can highlight any quote and then click one of the following three buttons to get the documentation for that quote…
- Proposal form
- Policy summary (or “key features”)
- Quotation details
These appear on screen as un-editable Adobe Acrobat files, which are automatically saved in the client’s Document Viewer, and which can be printed via Adobe’s “File / Print” option.
Insurecom Documents for the
Accepted Quote
After you’ve clicked the “Accept & take-up” button you’ll arrive at the “Confirm Documents” pop-up, where you’ll be presented with the documentation for the selected scheme. Certain documents are mandatory (e.g. Motor Certificate), while others are optional (e.g. Instalment Application). Tick the ones you wish to receive and then click “Accept”.
NOTE! The scheme is not actually accepted by Insurecom until after you click the “Accept” button on the “Confirm Documents” pop-up. So if you don’t want to proceed you can still click the “Cancel” at this point.
After you’ve accepted the documents you’ll be offered the opportunity to print them, but as they’ll already have been saved in Durell’s document viewer (from where you can print them at any time) you can skip printing at this point by pressing “Cancel” (i.e. you will not lose any documents).
Durell Templates Printed Via Word
In addition to the standard Insurecom documents you’ll need a number of templates to print your Terms of Business, Demands & Needs and Statement of Price documents from Word via Durell’s Document Viewer, as illustrated below…
Basic templates for some of these documents are provided with the Durell system, which you’ll need to personalise. If you don’t know how to setup templates you should refer to the following…
Templates,
Inserting A Durell Data Field
And if you need a list of the data fields to use please refer to…
Standard Letters, Statement of Price
Standard Letters, Demands and Needs, Motor
Standard Letters, Demands and Needs, Household