Policies, Complete A New Policy

After starting a new policy record (see “Policies, Create A New Policy”) by selecting its insurer, product and policyholder, subsequently displayed at the top of the policy details screen, or “flat” view, as shown below, you will need to…

• Enter the policy reference (see “Policies, Entering References”)
• Enter the policy stage (see “Policies, Entering Stage”)
• Enter the start and end dates (see “Policies, Entering Start & End Dates”)
• Enter or edit the adviser & introducer or lead (see “Policies, Entering Adviser & Lead”)
• Enter the “Business” type, “Source of Business”, “Basis of advice” and “Advertising” (see “Policies, Entering Business Type, Source of Business, etc”)
• Enter various other details, as required
• Enter premium and commission details
• Enter pay-aways to advisers and introducers
• Post to the accounts
• Exit

During the above, you shoud use the…

• black “Curved Right-Arrow” or the “PgDn” on your keyboard to move onto the next screen.
• black “Curved Left-Arrow” or the “PgUp” on your keyboard to return to a previous screen
• “Page” drop-down at the top right of the screen, if available, to go directly to a particular screen
• “Floppy Disk” or “Save” button to explicitly save your work (though it’ll be saved automatically, anyway)
• “Exit” or “Open Door” button, or press the “Esc” key on your keyboard to exit from the policy
• white “Spectacles” button to switch from the flat view to the scrolling view of the policy