Documentation

DocumentationIn this module all accepted risks are completed with all relevant information to produce the documents for Client/Assured (Policy/Cover note, Addendum, Debit/Credit Notes, Commission Notes) or Insurers/Re-insurers (Insurance Bordereau, Add Bordereau, Premium Bordereau) and Audit lists for all accounts.

Following reminder-reports are included:
Reminder for Closing, Reminder for Renewal, Reminder for Insufficient Placing, Reminder for Bordereau-receipt, Reminder for Guarantees, Reminder for Certificates expiry.

Several statistics for premium and claim are included.

Functions for adding a vessel to the fleet, Changes to a risk,(Value-change, Prolongation, Termination and Various). Closing risks(Premium Regulation) by vessel or by fleet. Re-setting of closing (Premium Regulation) is possible.

Automatically link to Covers and Re-insurance-layers for both Facultative and Treaty business.

Automatically loops for corrections of whole fleets.

Flexible and selective print of documents.

Flexible editing function for text in Policies and Cover-notes. Copy and paste function for conditions.

Import- and Export-functions for fleet/vessel data are included.