There is a menu of buttons on the overview/tab of the insurance contract.
Create
Copy
Functions that you can use to create insurance contracts by copying existing ones.
Process
Individual Contract Card
Option to open the individual insurance contract card
The Individual Insurance Contract Card is above the same table as the Insurance Contract Card. Some fields are hidden on the card because the user does not need to record them in the case of individual insurance contracts
For IPZ, only the commission calendar is calculated
Requested Documents
List of required documents for the given insurance contract with their status
Change Requests
List of Insurance Contract Change Requests
Pledge of Insurance
List of Pledges Issued to the Insurance Contract
Unblockages
Records of invinculations for insurance contracts
In this overview, the user can record requests for devinculation with the result of consent, disagreement and the contact for whom it is issued (service, customer)
Inspections
Records of Object Inspections
Coefficients
Insurance Contract Coefficient List
Insurance Condition Text
The user can see text conditions from all levels of insurance settings (product, variant, framework agreement, set, rate) that apply to the given insurance contract
On the insurance contract, the text conditions of the insurance are not editable. They can be divided into external and internal texts. They can be used for printing.
Contract Rate Change
List of changes made to insurance contract rates by coefficient
For details, see the Mass Insurance Change documentation
Calculations
Calculation
The function calculates the premium on the insurance contract, creates the Client Calendar, the Insurance Company Calendar and the Commission Calendar
If a Payment Calendar is not created on the Financing Contract, then even though the policy has Include In Payment = Yes, the calculation does not create Client Calendar
Calendar for insurance company and Commission Calendar Functions always create
Commissions Calculation
If the user changes the definition of commission on the insurance contract, he can use this function to calculate the commission calendar
The function calculates only the Commission Calendar
Parameter Recalculation
The function calculates the parameters of the insurance contract, e.g. after changing the decisive field (date of first registration – age of the car, method of use, etc.).
Calendars
Client Calendar
Insurance Company Calendar
Commissions Calendar
The insurance calendar system creates:
By calculating an insurance contract using the Calculate on Overview or Insurance Contract Card
By calculating the Financing Contract using functions Complete Calculation or Calculator Linesthat can be run from the Financing Contract Overview/Header
Calculation when activating the contract via the wizard.
Client Calendar
Field:
Part Payment No.
The system automatically numbers insurance payments starting with 001
The return payment and the first regular payment are numbered with the same number 001
Financing Part Payment No.
If the policy is included in the payment of the financing contract, this field contains the payment number of the payment schedule in which the insurance payment is included
The system assigns the insurance payment to the payment from the T&A contract according to the Posting Date. Posting Date from the client's calendar row is from the interval Period From-To in Contract Terms and Conditions
Period From
The beginning of the period of the given insurance payment. In the case of the first instalment, this is the beginning of the insurance – Valid From
Period To
End of the insurance payment period. In the case of the last instalment, this is the end of the insurance – Valid To
Posting Date
Accounting period according to which the system deploys premiums to the financing repayment
Amount
Calculated value of a given payment
Pro rata (Pro Rata)
For a product with a pro rata, the system marks the payment with the one calculated for the rata – the amount for the first incomplete period. Pro rata is posted to the following period.
Posted (Posted)
If the user posts a lease payment, the insurance payment is also posted. The check mark cannot be removed by the user. You can no longer change the posted period. The user can cancel the lease payment, whereby the system releases the payment and removes the flag Posted. Then it is possible to change the insurance contract using the change copy. When changing an insurance contract, the system also checks the insurance payment schedule for the insurance company and the commission calendar.
Include in Payment
An indication that the premium is part of the lease payment.
Insurance Commission Calendar
Field:
Part Payment No.
The system automatically numbers insurance payments starting with 001
The loss payment and the first regular payment are numbered with the same number 001
Commission Code
Identification of a specific commission
Period From
Start of the commission payment period
Period To
End of the commission payment period
Posting Date
Accounting period in which the system posted the premium
Commission Amount
Calculated value of the commission from the insurance payment for the insurance company
Commission % (Commission %)
Commission percentage. Over time, the percentage may also change for insurance contracts that are already running.
Commission Paid
Matched Incoming Commission Amount (from Insurance Commission Payment Entries)
Open
After the commission payment is settled from the incoming commission payment entries, the system removes the check mark in this field. Rows that are not open can no longer be changed. The system will consider the commission with the difference within the deviation set in the insurance settings to be settled. Insurance Settings, General Tab, Commission Payment Variance field.
Commission Payment Date
Completes the system Posting Date from the received commission entry after it has been paired with a commission calendar line
Online
This section is displayed only if the field Insurance Reporting Online = Yes in Insurance settings.
Buttons:
Insurance Verification
The button is available only on insurance contracts that have a field in the framework agreement Insurance Verification Required = Yes
Prepare for integration, used to start a call to verify the insurance rate
Insurance Reporting Online
The button is available only on insurance contracts that have a field in the framework agreement Insurance Reporting Online = Yes
Preparation for integration, used to report the creation (increment) of an insurance contract before the activation of the financing contract
Can be used on a contract in a detailed status that has set up online insurance reporting
Termination of insurance Before activating the Fin.
The button is available only on insurance contracts that have a field in the framework agreement Insurance Reporting Online = Yes
Preparation for integration, used to report the termination of the insurance contract before the activation of the financing contract
Insurance Check-Out removed items OnLine
The button is available only on insurance contracts that have a field in the framework agreement Insurance Reporting Online = Yes
Preparation for integration, used to start a call to report the termination of the "second-hand" insurance (disposal)
Log poj. Online
Preparation for integration, overview of calls for a given insurance contract