Add a contract to a policy

Now that you have captured the policy, you can add the contracts that form part of this policy. A policy can have multiple contracts, just as a family can have multiple family members. These contracts are administered, processed, maintained and renewed separately. Each contract in a policy will have its own frequency, payment method and […]

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Capture a new policy

The signed policy application is lying in front of you waiting to be captured. Do you know where to begin? Here is some more information that will help you get started… The policy structure window in Exergy is like a dashboard from which many policy functions and features can be accessed. From the Exergy main window, you can […]

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