3.8 Insurance Company Maintenance

This topic provides systematic instructions on Maintaining Insurance Company Details.

Note:

The fields, which are marked as Required, are mandatory

User can maintain the details of insurance companies using Insurance Company Maintenance screen. You can later use this information while maintaining details of collaterals offered by customers.

  1. From Menu, select Limits and Collaterals. Under Limits and Collaterals, select Collaterals.
  2. Under Collaterals, select Maintenances. Under Maintenance, select Insurance Company.
  3. Under Insurance Company, select Insurance Company Maintenance.
    The Insurance Company Maintenance screen is displayed.

    Figure 3-22 Insurance Company Details


    Description of Figure 3-22 follows
    Description of "Figure 3-22 Insurance Company Details"

  4. On Insurance Company Details screen, specify the fields.
    For more information on fields, refer to the field description table.

    Table 3-20 Insurance Company Details - Field Description

    Fields Description
    Company Name Specify the name of the insurance company. This must be a unique name, using which you can identify the insurance company later.
    Short Name Specify a short name to identify the insurance company
    Address Line 1 to 4 Specify the address of the insurance company in the fields provided. Once you have specified the above details, save the maintenance.
  5. Click Save to save the record.

Parent topic: Maintenances