E-Broker 5.0 Help

View Exclusions

View Exclusions

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View Exclusions

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Exclusions are benefit specific and providing you have loaded them against each benefit at a Proposal level, when you issue the Policy, the exclusions or loadings are displayed. Exclusions and Loadings also now pull through to the client Policy Schedule report.

View Exclusions

1.Open the Business Screen and extend the Policy in question.
2.Extend the benefit lines.
3.If Exclusions of Loading are present, there will be another Plus sign adjacent to the benefit.
4.Extend the benefit to reveal the Exclusion or Loading.

 

See Also: Proposal Exclusions