QUOTER

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QUOTER.png
Name Reinsurance Quotation Log
Shortcut QUOTER
Area Policy

See the NOVUS Walkthrough Guide for further information.


This page describes how the log can be used to track quotations and produce a re-insurance quotation.

When the QUOTER program is launched, the program expects the quotation to exist.

The documentation produced by QUOTER has been designed for re-insurance. A warning is issued if used against a direct pro-forma slip.

For QUOTER, a slip is required (re-insurance)



Column Heading Description
Quote/Risk No: Enter the required quotation number. The year, slip version and RI flag are displayed as created previously in the QUOTENEW program.
Year: The year, slip version and RI flag are displayed as created previously in the QUOTENEW program.
RI/Ins/Reins: The name of the insured may optionally be entered if the program is being used for the first time for this quote number.
Last Slip Ver: The quotation number is linked to the slip version. Hence quotation version ‘x’ is created from slip version ‘x’. You may only create a quotation for a slip version less than or equal to the last slip version.
Valid Until: If a number of days (up to 999) is entered then the valid until date is calculated from the current system date. To change this value remove the date from the field and retype the days. (Shift + [F6] - delete record )
Created: The system displays the date this quotation was created.
Updated: The system displays the date this quotation was updated.
By: The system displays the name of the User creating /updating this quotation.


Clicking the produce docs button will create a Microsoft Word reinsurance quotation from the slip. After editing, saving and printing the quotation, close the document or exit Microsoft Word and acknowledge the ‘return to NOVUS’ box.


Version History

V4.2.0 - Updated to the latest version.

v18M - change related to working with new QUOTE program
v17S - change related to URM 3638
v16T - First version of this form to use the new style. No other updates except the restyle.