Creating the policy  

Once you have captured the client details you may now select the Insurer, Region, Broker, Agent and Scheme from the selection available to you. Thereafter you will see a tab driven menu of all the sections available for that particular scheme and you can now proceed to populate the required details. The premium calculation is driven by the rating structure/customised parameters and will change whilst filling in the relevant fields, i.e. the residential address, anti theft devices, voluntary excess, etc. The section rates can be loaded or discounted depending on your security level. Once the details have been completed and you are satisfied that all is correct you simply click on the save icon, select the effective date and a new section has been created. The vehicle information is linked to Mead & McGrouther’s Auto Dealer’s Digest and is selected via a drop down menu giving you the latest vehicle values (new, trade, retail and market values). All other fields may or may not have an effect on rating i.e. Date of birth.  

As per the diagram below (Motor Vehicle Tab) you can see at a glance, which vehicles are active (Green) and which are no longer on cover (Red). By simply clicking on the active vehicle the vehicle tab is populated with the latest information ready for updating.

 (Click On Image For Better Quality)