Investments, Starting New Policies, Contracts and Accounts

Starting from Durell’s Main Menu (see also “Policies, Create A New Policy”)…

• Click the “People” Button
• Use the search keys to find the required client
• Click the “Policies” button on the toolbar
• If you see a list of policies click the “Starburst” or “New” button, then click “OK” to start a new policy
• Use the four drop-downs on the right to select the product details, as shown below, then click “OK”

• On the following “flat view” of the policy (see illustration below), enter…
• The policy or contract reference in the “Policy reference” field
• Select the business stage from the “Stage” drop-down (e.g. “Active”)
• Click the “=” button to the right of “Awaiting” and complete the compliance checks (see Life, Compliance)
• Enter the policy start date and use the “…until” drop-down accordingly (e.g. until “Sold”)
• Enter the initial premium and use the “…per” drop-down accordingly (e.g. “Single”)
• Set the “Investment” drop-down to anything other than “None” (e.g. set it to “With Profits” or “Unit Linked”, etc)

• Click the black “Curve-right Arrow” key or press the “PgDn” key to move onto the “Transactions” screen
• Read the section “Investments, Level of Detail” to decide how much information you need to enter on the “Transactions” screen (and refer to the appropriate help section)

• Click the black “Curve-right Arrow” key or press the “PgDn” key again to move onto the “Commission” screen

See also “Life, Commission”, “Set-up, Policy Notes”, “Life, Compliance” and the other investment help sections re funds, events, etc.