Add Facility |
  
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Add Facility |
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To add a facility to the product, click on 
. The Facility Detail window will open. Proceed to fill in the screen the appropriate details.
•Code: Enter a 5 character code for easy reference on reports.
•Default: Check this if the facility is the default treaty for the product (for the given date period).
•Effective: This is the start date for the facility (leave it blank if to have no restriction on when it started).
•Expiry: This is the end date for the facility (leave it blank if to have no end date).
•Limit: For reporting purposes this is the limit of the facility.
•UW Year: Use for reporting purposes.
•Tax Months: Use for reporting purposes.
•Cash Months: Use for reporting purposes
•Commissions: Add the commission for this facility. This commission will override any commission set on the product's fees & taxes tab
•Insurers: Add the insurers behind this facility. If there are multiple insurers you must make sure each of the Taxes, Premium, & Claim percent columns add to 100%. These ratios are used when apportioning the premium and associated taxes.
Click 
to Save all data.