The policy enquiry function enables any transaction relating to a policy to be viewed showing the exact details of cover at a point in time. An overview of the cover, with details of the Premium and Tax, (both calculated and agreed) amounts are also shown. 'Filtering' allows drill-down to details at the lowest level of cover.

From the policy enquiry screen the policy can be accessed and if required further business transactions applied.

Renewal Parameters

Renewal parameters and stop conditions can be maintained, these will then be applied for the appropriate period when the policy is prepared for renewal.

Billing and Statistical Information

The details of all related accounting information, including the current state of any reconciled or billed items can be viewed. In addition statistical information relating to the policy (including claims and reinsurance) is also available.

Claims

Claims attached to the policy can be viewed in summary form, or accessed to administer the claim.

Activity

Access to a full transaction history, workflow, document activity and loss ratios is possible from policy enquiry.