Insurance Setup and User Setup

Insurance Setup

In the insurance settings on the General tab, the user must enter the basic commission code. If a commission comes from an insurance company and the contract does not exist, an individual insurance contract is created according to the basic RPZ type with the basic commission code and the default duration. The basic commission also serves as the default commission for reporting to the insurance company. There may be more commissions on the insurance contract, but the basic commission will be used for reporting. The Basic Commission Code field is described in Insurance Setup on the General tab Insurance setup

Setting User Rights

The responsible user must set the "Insurance Commission" right on the user in case the user works in the field of insurance revenue commissions. Other users do not have the right to view the commission definitions and commission calendars, nor will they see the "basic commission" written on the header of the insurance contract. The Insurance Commissions field is described in the Insurance tab User Setup