Add a Customer Policy

1. At Home Base, click Clients & Files.
2. From the dropdown menu above the list, select Customers.
3. Select the desired customer from the list.
4. Click the Policy List button to access the Policy List.
5. Click the Add button below the button bar.
6. The Select a Policy Number window displays with the next consecutive number in the field. Change this if necessary or leave it as is. Click OK.
7. Double click in the Type field, select the appropriate policy type, and click OK.
8. Press [Tab] on your keyboard to default the correct data into the Dept field.
9. Optionally enter a Note.
   
   Note: The policy risk counter in the upper right corner of the New Policy Detail screen indicates the policy number, risk number, and total number of risks for the current client. For example, 5-003 [4] indicates the record represents the fifth policy, the third risk, and a total of four risks. This field cannot be updated on this screen.
10. In the Policy field, enter the policy number, if known.
11. The Eff and Exp dates default as the current system date and one year from the current system date, respectively. These dates can be changed if necessary.
12. If this customer will be using a payment plan, double click in the Pay Mode field, select the correct plan, and click OK.
13. Choose the appropriate Billing method in the dropdown list (Client, Direct, Agent, or Other Interest).
14. Double click in the IIns field, select the correct issuing insurer, and click OK.
15. To default the billing insurer into the BIns field, press [Tab]. Otherwise, double click in the BIns field, select the correct billing insurer, and click OK.
16. Double click in the % field, make the appropriate selection, and click OK.
    • Percentage of Premium (%): Enter the insurer premium percentage amount (if known) in the field to the right.
    • Flat Fee (£): In the Comm field, enter the correct commission amount if known.
17. The introducer associated with this client displays in the first row in the Introducer area. To change this introducer, if applicable, double click in the first field, select the appropriate introducer, and click OK.
18. In the same row, double click in the % field, make the appropriate selection, and click OK.
    • Percentage of Premium (%): Enter the introducer premium percentage amount (if known) in the field to the right.
    • Flat Fee (£): In the field in the Comm column, enter the correct commission amount if known.
    • Percentage of Commission (@): Enter the introducer commission percentage amount (if known) in the field to the right.
19. If there are multiple introducers, repeat steps 17 and 18 in the next two rows.
20. If applicable, double click in the OI field, select the appropriate other interest, and click OK.
21. If applicable, enter the reference in the OI # field.
22. In the Prem field, enter the premium amount (excluding IPT), if known.
23. Click OK to save the screen information and create a new policy record for the customer, or, to fill out the application immediately, click Options, Current App.
    • If you click Options, Current App, you are prompted: Is this a new application for [customer name]? Click Yes, and then click Yes again.