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Insurance Rate Packages

Insurance Rate Packages

Owned by Lango: Language and translation manager
Last updated: Sept 10, 2024Version comment
2 min read

The user can create "packages" from the insurance rates of various products in the Insurance Package Overview.

The insurance package card has two parts – header and rows.

The package header contains:

  • Package No. (No.)

    • Unambiguous identification of the package. In Insurance Settings, you can assign a number series for insurance packages

  • Description (Description)

    • Package Text Specification

  • Valid From (Valid From)

    • Beginning of insurance package validity – records for the bidding system, from when to offer the package

  • Valid To (Valid To)

    • Insurance Package Expiry for Offers

  • Priority (Priorities)

    • Evidence of priority for offering a package in the bidding system

In the lines of the insurance package, the user enters the contents of the package, i.e. specifies the individual insurance products that belong to the package:

  • Insurance Company No. (Insurance Company No.)

    • The user selects an insurance company. Package lines don't have to be from just one insurance company

  • Insurance Product No. (Insurance Product No.)

    • User selects insurance product

  • Framework Agreement No. (Framework Agreement No.)

    • The user selects the framework agreement of the given insurance company product

  • Set No. (Set No.)

    • The user selects the set of the framework agreement

  • Product Variant Code (Product Variant Code)

    • User selects insurance product variant

After the lines are populated, the user specifies the rates that belong to the package for each line. The filter from the line on which it stands is transferred to the rate filtering.

The selected rates are marked by the user with the package number. From the rate, the package number is then written to the insurance contract.

 You can view the rates that belong to the package via navigation.

Creation of insurance contracts from a package

The user can create insurance contracts directly from the package. From the insurance package card on the Actions tab, the "Create Insurance Contracts" wizard starts:

If the item meets the conditions on the bundle rates, the system will create insurance contracts for all bundle rates:

If the entered item does not meet the conditions of the package, the system will notify you of this fact with an error message – e.g.: "Insurance type direct debit cannot be used for operative leasing."