Searching for an Existing Insurance Contract

To search for/view an existing insurance contract

1. From the System Administration module Sheet Bar, select Dictionary > Contract. The Contract details screenContract details screen appears. From this screen, you can search for existing contracts and modify them or create a new contract.

   

2. The left-hand pane displays a list of all contracts in the system for the current BE. A check mark in the A column indicates the contract is active. Check the Show Inactive check box (bottom left) to display inactive contracts.
3. To search for a contract, do one of the following:
   • Start typing either the name or quick code of the contract in the blank box, and the system will highlight matches.
   • Or, select a contract type to narrow your search.
4. Highlight the contract to display its terms on the right-hand side of the screen.
5. To edit any of the contract terms, see To create a new contract.

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