Adding an Insurer & Commissions

This guide contains instructions on how to add an insurer in Acturis using the Configuration Module, how to add this to a product target and how to enter default commission rates.

To start the process, click on the Configuration tab and select Opportunity & RFQ:

When the screen opens, select the insurers option in the left hand column. A list of insurers set up on the system will display. Check the list to see if the insurer required is there. If it is not, click on the Add button at the bottom of the screen and complete the screen with the insurer information.  Click Save when completed.  If the insurer cannot be located, contact the Acturis helpdesk and request it is added: 

The insurer will now show in the list and is ready to have the insurer account set up against it.   To do this click Insurer Account at the bottom of the screen followed by the Add button on the next screen.  Complete the information box that displays.  It is recommended that the Capacity and Remuneration fields are completed so they default when a quote is completed and can be reviewed by the user.   When completed click Save:

The next stage in the process is to add the insurer to a product target.  If the product is etraded then request must be made through the Acturis helpdesk.  If it is a manual product, click on the Product Targets section in the left hand column. Right click on the product target you would like to add an insurer to, and select Offices. Alternatively, click on the product target to highlight it and select Offices from the bottom panel on the screen.

From the offices screen, select the office you would like to make the insurer/product target available to, and click Manual Insurers through the right click interface or the bottom panel of the screen.

 
Select the insurer from the list of insurers, and then click Product Availability.

Click Add and complete the screen that displays clicking Save when complete.   Please note it is recommended the start date is set before today as per the example:

It is now possible to set the default commission rates for the product.  To do this click Commission followed by Add.  Complete the form with the new business and renewal commissions and click Save:

Click OK to return to the Product Availability page then click Options followed by Mark Complete.  The system will notify that the linked commissions are being updated. Click OK to accept this.  The system will then prompt to Activate the changes. Click OK to accept this.   The product is now set up and will be available to use.