Riders

Riders

Riders for a policy can be added to a policy import template or manually added to a policy.  An example of a rider is a Children's Term Rider that is added to a parent's life insurance policy.  Add the rider to the policy only if it pays a separate commission on the same statement as the base policy.  If the commission for the rider is included in the base policy, do not add it separately to the policy.





Add

  1. Go to the Main Menu.
  2. Click Policies.
  3. Click a policy number.
  4. Click Riders.
  5. Click ADD RIDER.
  6. Confirm the comp plan.  The default plan is the same as the base policy.
  7. Enter a Product.  This field is required to match the commission from the statement to the policy.
  8. Enter the premium.
  9. Enter the Effective Date.
  10. Click SAVE & RETURN.

Edit

  1. Go to the Main Menu.
  2. Click Policies.
  3. Click a policy number.
  4. Click the Riders tab.
  5. Click the rider name.
  6. Make changes.
  7. Click SAVE & RETURN.

Delete

  1. Go to the Main Menu.
  2. Click Policies.
  3. Click a policy number.
  4. Click the Riders tab.
  5. Click the box next to the Riders to delete.
  6. Click the delete icon .
  7. Click CONTINUE.

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