Proposal Single Life

Productivity Tip

Some users are reluctant to add a new proposal until the policy is accepted and issued. Not only is this messy, they are also missing out on a good deal of E-Broker functionality - proposal task tracking, production figures, underwriting audit trail and so on. It only takes a moment or two to enter a proposal when it first hits your desk.

Add a New Proposal

1.	To get the the New Proposal data entry screen, either on the top toolbar, click on Edit Member and choose Proposals, or if you are in any of the Business Screens, simply right click and choose New Proposal.

2.	You are now presented with a blank new proposal form. Complete the various fields with the information you have at this stage. Tip - Date Written is the date that the client signed the application.

The serviced and statistical flags are handy if you have taken over looking after a client and they have business elsewhere - perhaps a medical policy via their employment and so on. We create a proposal and policy record for this business so we have all of the info to hand when speaking with them. Tip - If you are trying to log legacy business here, you may need to get your database administrator to enable the product so it is available via the drop-downs. We turn the legacy products off to make adding a new proposal less confusing.

4.	At the stage you won't have values for the Accepted Date (date that the Underwriter accepts the application) the Policy Number (but add this as soon as you are advised of one) and the On Risk Date (actual policy date - generally the date of the first deduction).

5.	If the policy has more than one life, see the next section on adding multiple lives.