Beneficiaries per component

contractOn some insurance policies one can select different beneficiaries for different contract components. We have included the administration thereof in Exergy Release 22 to ensure that beneficiaries can be captured per benefit type. 

To do this, go to the Exergy main window and search for and then select the relevant policy. On the ‘Policy Structure’ window, select contract > Client tab > Component sub-tab.

On the picture below you will see that two life cover components have been captured and that the beneficiary can be selected on the Component sub-tab.

BeneficariesPerComp

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