Policy Change Benefits

Productivity Tip

If a client has added an new benefit, the accepted practice is to load a new proposal and track this through underwriting and commission payment as per normal. Please see the section on Policy - Add New Benefits for how to do this. If a client on the other hand has removed or amended benefits, then these need to be done and noted manually. The carrier downloads will not remove a cancelled benefit - basically they just stop passing that benefit, therefore there is nothing in the download for us to do anything with. Different if the whole policy has cancelled.

Change Benefits

1.	Open up the policy from the Business Screen.

2.	Go to the benefits Tab.

3.	Delete the benefit line if the whole benefit has been removed.

4.	Make a note under the Notes section as to what has been done - Tip - choose the Note type of 'Benefit Removed' etc.. if the benefit has been removed. Other Note types are available for other scenarios.

5.	If something has changed on the benefit - say the wait period has been extended, again make the adjustment in the benefit line and then add a Note accordingly.

6.	You can also attach the scan of the client's instructions to the Note line and this will appear in Journal.