Using the Clause Lookup

Why would I use the clause lookup?

To insert predefined clauses or condition texts from the Administration section or to use standard and consistent wording on every policy.

Before Getting Started

  • You access an existing policy in the system.
  • You are assigned the Edit Policy security right.
  • You belong to a company that has access to at least one clause (configured in the Administration section).

  • You navigate to one of the following screens:

    • War Policy (via Configuration > War Policy),
    • Shipment Settings, Conveyances, Insured Interests, Policy Rates, Special Rates, or Country Restrictions (via Configuration > Shipment),
    • Storage Settings, Named Location, or Unnamed Location (via Configuration > Storage).

Steps

  1. Click the lookup icon to open the Clause Lookup. The system opens the Clause Lookup modal window. If you already entered any text in the Insuring Conditions field in the main screen, that text will be visible in the Clause Text area. You can insert your cursor anywhere in the clause text.

  2. Click the arrow in the Clause Lookup panel to view the list of available clauses and select one.

  3. Click Insert. The system populates the Clause Text area with the predefined text (configured in the Administration section).
  4. Edit the text if necessary.
  5. Repeat the steps above until you have added all of the required wording.
  6. Click Clear to delete all of the text in the Clause Text field, click Cancel to undo any changes you made in this screen and return to the main screen, or Ok, to save the clause text and return to the main screen.

Result

The system closes the Clause Lookup modal window and displays the clause text in the Insuring Conditions field on the main screen. You can now click Save to commit the Insuring Conditions for the policy.