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Branch

SBU

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End date

Retro. Date

Trans. Date

Policy Days

UW Year

Prem Basis

VAT?

Customer Details

Anti-Money Laundering Alert

Code

Address

Tel No

Loss Payee

Ownership

Sales/Marketer YN

Sales/Marketer

Intermediary

Ref. No.

Quote No.

Policy No.

Endorsed No.

Renewed No.

Fleet Endorsed No.

Fleet Renewed No.

Migrated Policy

Captured By

Modified By

Risk Details
Premium
Fees
RI Details
Payment Details
Claim History
Endorsements
Documents
Conditions & Clauses

Premium Summary

Net Premium to Customer:

Endorsement Premium:

Reinsurance Details

Payment Details

Claims Details

Estimate Details

Estimate Details

Claim Details

Claim Details

Risk

Vehicle No.

Make

Model

Location Area

Location Region

Reg No.

Make

Model

Engine Type

Number of Engines

Location Area

Location Region

Location Area

Location Region

Location Area

Location Region

Number of Persons

LABR Type

Commodity

Quantity

Voyage From

Voyage To

Packaging

Conveyance

Region

Area

Location

Class Name

Job Type

Hull Type

Vessel Type

Number of Passengers

Crew Count

Principal

Traveler

Country Visited

Destination Address

Nationality

Passport No.

Excess Bought

Excess %

Description

Start Date

End Date

Endorsements

Document Checklist
Policy Wording

Checklist

Select Policy Documents

Code

Double click on a file to preview it

Applicable Conditions-Clauses

Conditions/Clauses

Description

Address is required.

Motor Risks

Enter Vehicle Details

Motor Risk

Code is required.

Prem. Basis

Premium basis is required.

Issue Date

Retro. Date

Risk Start Date

Risk End Date

Registration No

Chassis No

Engine No.

Registration Year

Make

Code is required.

Rate is required.

Model

Code is required.

Rate is required.

Body Type

Color

Manuf. Year

CC/TONAGE

No. Of Seats

NCD Years

NCD %

Insured Value

Rate

Addition TPPD?

TPPD Value

Rate

Excess %

Excess Bought %

Buy Excess ?

Excess narration

Excess Min

Loss Payee ?

Payee Name

Sticker No.

Cert No.

Brown Card No.

Cover Note No.

Suspend?

Period

Risk Accessories

Code

Code is required.

Name

Value

Rate

Premium BC

Premium FC

NCD Validation Unlock Reason

Motor Validation Unlock Reason

Motor Risks

Risk Additional Details

Have you insured with any another insurance company ?

Yes/No

Description

Has any insurance company in connection with any motor vehicle declined your Proposal ?

Yes/No

Description

Has any insurance company in connection with any motor vehicle canceled your policy?

Yes/No

Description

LOV Modal

Search:

Vehicle Search LOV Modal

Search:

Motor Fleet Upload

Motor Fleet Upload Error

Motor Risk

Copy Motor Risk

Registration No

Chassis No

Engine No.

LOV Modal

Fleet Discount/Loading

Code

Name

Percentage

LOV Modal

Policy Renewal

Effective Date

End Date

Select vehicles that you want renewed. Vehicles that are not selected will be suspended for the renewed policy, after renewal a suspended vehicle can be activated.

Conditions and Clauses LOV Modal

Image

Some Text

File Upload

File Setup

Fill Form Below

Name

Name is required. Name must specify at least 100 characters.

File Category

Code is required. Code must not be more than 15 characters.

Name is required.

File Type

Code is required. Code must not be more than 15 characters.

Name is required.

Select File

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Underwriting User Limits

You cannot confirm this policy, it is above your limit! Contact your Supervisor.

LOV Modal

Search:

Our Share %

Members Share %

Commission %

Original Sum Insured

Original Premium

Our Share Sum Insured

Our Share Premium

Commission

Ceding Company Code

Ceding Company Name

Cedant Reference

Cedant Number

Comments

Participating Companies

Apportionment

Re-insurer Code

Reinsurer Name

Share %

Share SI

Share Premium

Participating Companies

Coinsurance Members Share details

Reinsurer Code

Reinsurer Name

Share %

Commission %

Share SI

Share Premium

Share Commission

Coinsurance Leader Details

Leader Share %

Members Share %

Leader Share SI

Leader Share Premium

Members SI

Member Premium

Risk Discount/Loading

Code

Name

Percentage

Premium

Amount

Risk Cover Discount/Loading

Code

Name

Percentage

Premium

D/L. Amount

LOV Modal

Endorsement Process

Endorsement Header

ENDORSEMENT INFORMATION

Endorsement Type

Endorsement Flag

Endorsement No.

Effective Date

End Date

Total Days

ENDORSEMENT DETAIL

Endorsement Fee

Cancel Levis?

Cancel Addon Benefit?

Auto Adjust?

Endorsement Description

Endorsement Reason

Endorsement Deletion

Endorment Deletion Reason

Confirmation Process

Assign to

Narration

Post RI?

Send Email?

Policy Document Preview

LOV Modal

Endorsement Summary

Net Premium Difference to customer:

Policy Schedule

Policy ID:

End. No:

Policy Document Printing

From Vehicle Reg.

To Vehicle Reg.

Policy Document Printing

Processing

Approval Process

Summary

CheckList

Approval

Start Date:

End Date:

Customer Name:

Currency:

Premium:

Sum Insured:

Intermediary Details

Code	Name	Commission %	Commission Amount

Endorsement Type:

Endorsement Effective Date:

Endorsement End Date:

Customer Name:

Currency:

Endorsement Premium:

Policy Ref No

Endorsement No.

Total Amount

Approval Date

Comment

Post to Accounting?

Cash or Debit?

Send Email?

Treaty Apportionments

Treaty Apportionment

Treaty Share

Risks Covers LOV

Amount

Post To Account

Risk Cover

Risk Covers

Cover Code

Cover Name

Sum Insured

Rate

Annual Premium

Gross Premium

Net Premium

Risk Addon Benefit

Risk Addon Benefit

Code

Name

Per Amount

Quantity

Total Amount

Cover Discount/Loading

Code

Code is required.

Type

Rate

Amount BC

Amount FC

Premium BC

Premium FC

LOV Modal

Create New Customer

Customer Information

Type

Customer type required.

Exchage Rate is required.

Code

Code is required.

Official Name

First Name

Name is required.

Occupation

Profession is required.

Personal Information

Last Name

Last Name is required.

Other Name

Birth date

Gender

ID1 Type

ID1 No

ID2 Type

ID2 No

Location & Account Information

Residential Address

Postal Address

Phone No1

Phone No2

Mobile Number is required.

TIN

Tin ID is required.

Digital Address

Bank Name

Customer type required.

Exchage Rate is required.

Bank Branch

Customer type required.

Exchage Rate is required.

Account Number

AML Information

AML Check

Anti Money Laundering Check

AML Information
AML Document

Anti Money Laundering Information

View form below

Name

Date of Birth

Nationality

Anti Money Laundering Documents

Double click on a file to preview it

Anti Money Laundering

Anti Money Laundering Check View

Name

Date of Birth

Nationality

Policy Search Result

Agent/Broker Commission

Agent/Broker Commission Form

Intermediary

Official Name

Commission

Country

Country Form

Country Code

Country Name

Country Rate

Intermediary Comm LOV

LOV Modal

Policy Risk Search LOV Modal

Search:

Renewal Notice Helper

Placeholders represent information that would be generated (dynamically when a notice is being sent.).Find below the placeholders that can be used.Placeholders are specified inside notices.

Note:Each placeholder should be preceded with a colon.

:CUSTOMER Customer placeholder: Used to insert the customer's name

:PRODUCT Product placeholder: Used to insert the product name

:PREMIUM Premium placeholder: Used to insert the renewal premium

:POLNO Policy number placeholder: Used to insert the policy number

:PAYMENTPIN Policy number placeholder: Used to insert the policy number

:LINK Payment site link placeholder: Used to insert the payment site link

SAMPLE

Dear 'JOHN DOE', your 'MOTOR PRIVATE COMPREHENSIVE' policy with policy number 'MTR-PRV-001' has been approved and is ready for payment at a premium of GHS '1000'. You can pay at this link 'http://fakelink.com' with this pin :123456. Thank you.

upload

Select file to upload

User Action Log

Change List

Document

Document Details

Documentation Attachment

File Attachment

Select File(s)

Description

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Add Document Description

Description

Process Command Delegation

Delegate To

Reason

Assignment Modal

Assign To

Process Users

Payment Notice

Design Notice Template

Use placeholders below

Payment Pin : [PaymentPin]

Payment Url : [Url]

Delivery Mode

Customer Contact #

Customer Email

Processing

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Help

Endorsement Verification Process

Effects on premium

Changing the effective date will affect the policy premium

Effects on policy date

Changing the effective date will affect the policy start and end date

Effects on risk date

Changing the effective date will affect and overwrite the risk start and end date

Defer Premium Payment

Deferment Reason

Due Date

Processing

Select

Action

Assignee

Task Start Date

Task Due Date

Task Description

Send email notification?

Copy?

Email address

Email copy list

Set Task Status

Completion state

Comments

Task Completion Info

Completion Status

Comments

Process Command Delegation

Delegate To

Reason

Assignment Modal

Assign To

Process Users

Policy Renewable Status

Status

Reason

Narration

Request Premium Reversal

Reversal Info
Endorsement Info

Date

Branch

Policy Number

Sum Insured

Client Name

Address

Reason For Reversal

Narration

Send Policy Documents

Select modes of delivery

Email SMS WhatsApp

Select documents

Schedule Certificate Sticker

Customer Contact #

Customer Email

Document

Change List

Process Approval Trail

Process Comments

Logging Out

Password Update

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Siba Help

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The system was unable to process your request. Please report the issue by providing a short narration to describe the situation and clicking on the report button bellow.

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