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How to create a Policy

  • From the MID Main Menu go to Policies
  • Click on the New Motor Policy This then displays blank Motor Policy Screen which is segmented into
    1. Customer Information,
    2. Intermediary Information,
    3. Vehicle Information,
    4. Policy Information,
    5. Premium Computation,
    6. Discounts and Meta Data layers).
  • User must then follow the above segmentation to create a Motor Policy

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