Help centre · Accounts
How does “The broker's schedule reads itself” work on the Insurance page?
Open this screen in Saral/accounts/insurance
The drop on the Cover tab is the request: the schedule, or the whole renewal folder, is read by the same reader the New policy form uses, and each cover it finds is decided on evidence. A cover not yet on the register becomes a policy; a period that follows the current term becomes this year's renewal; blanks on a term already held are filled. The paper is filed on every policy it touched. What is not certain is shown with its reason and one press — a figure that differs from what is on file is never changed without Use the schedule's figures, and a cover with no period opens in the form with what was read loaded. Where: Insurance (/accounts/insurance).
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