Insert an Audit Transaction or Prior Term Endorsement

Required Software Version: September 2015

Legacy Instructions Available: Click Here

Related Pages

Express Billing Policy Express Training 3: Entering Policy Information

Related Categories

Policy Tasks

The procedure below is used when an Audit Transaction or endorsement needs to be inserted into a prior policy term, and the policy does not download.

If the Policy Number Changes at Renewal

If the policy number changes at renewal, each policy term is saved with a unique policy number. Expired policy terms are available within the Expired Policies sub-band of the Policies Band on the Client Tab.

1. Load a client on one of the client tabs.
2. Select the (+) next to Policies. (To expand the band by default, see: Preferences)
3. Select the (+) next to Expired Policies.

   

4. Left-Click the desired policy number to open Policy Express.

   

5. Select Express Billing within the top toolbar.
6. From Express Billing, select Policy -> Insert a Transaction.

   

7. Enter the Transaction Code for Audit. (Typically AUD). Select OK.

   

8. Select Next to enter in the Audit invoice premium.

   

9. Once the premium and commission amounts have been entered, select Finish.

   

10. Answer Yes to save the changes.
11. Select Save then Exit.

If the Policy Number Does Not Change at Renewal

If the policy number does not change at renewal, each policy term is saved under the same policy number, with a new policy transaction or sequence. Prior sequences can be accessed by stepping back through the history of a policy.

1. Load a client on one of the client tabs.
2. Select the (+) next to Policies. (To expand the band by default, see: Preferences)
3. Left-Click the desired policy number to open Policy Express.

   

4. Select Express Billing within the top toolbar.
5. Select the Up Arrow until the prior policy term expiration date is displayed.

   

6. Select Policy -> Insert a Transaction.

   

7. Enter the Transaction Code for Audit. (Typically AUD). Select OK.

   

8. Select Next to enter in the Audit invoice premium.

   

9. Once the premium and commission amounts have been entered, select Finish.

   

10. Answer Yes to save the changes.
11. Select Save then Exit.