Details Pages

A master cover is defined across several pages, each one covering a selection of related settings. The Screens widget is used to navigate between pages.

Click a link to jump to the appropriate section.

	General Information	Options for policies and the master cover itself.
	Product Description	Defines how the master cover is presented in the product selection page.
	Policy Numbering	Defining the policy number generation rules.
	Policy Settings	Options for the submissions and policies, as well as the workflow.
	Version Configuration Settings	Options for version configuration.
	Sequence Numbers	Configuring custom sequence numbers for use in functions.
	Automatic Processing	Options for automatic renewal of policies nearing their expiration date.
	Quote Groups	Options to allow related quote options to be presented together.
	Quote Options	Configuring quote options to present multiple quotes in a transaction.
	Insurers	Managing insurers for transactions.
	E-mail Configurations	Configuring e-mails for automatic or manual use.
	Documents/Forms	Configuring documents for automatic or manual generation.
	Rates	Defining rates for premium calculations.
	Rate Rules Evaluation	Configure custom rates conditional on transaction types.
	Validation & Workflow Actions	Defining rules for entering data in the submission form.
	Insuring Conditions	Attaching insurance clauses to appear on the submission and policy.
	Taxes & Fees	Applying taxes and extra charges.
	Limits	Setting coverage limits.
	Deductibles	Setting deductible amounts.
	External Services	Configuring the automatic export of policy information to external systems.