Mid Term Adjustments (MTA)
To make create an MTA you must first find the chosen policy. You can access a specific policy by finding it on the 'Policies' page.
To select the chosen policy simply click the 'Reference ID'.
![2CF3EB95-2D8A-4F3C-92B6-0D82B8DC0E74.jpeg 1406](https://files.readme.io/74723fe-2CF3EB95-2D8A-4F3C-92B6-0D82B8DC0E74.jpeg)
Once on the chosen policy you will be able to select 'Adjust'.
![F2068EB0-6A60-4D00-9B92-3F72A44FFE4F.jpeg 1413](https://files.readme.io/7fe3f1f-F2068EB0-6A60-4D00-9B92-3F72A44FFE4F.jpeg)
You must then choose an effective start date before creating the adjustment.
![A544FADC-7BB0-414E-B3A0-5A8D6B035759_4_5005_c.jpeg 510](https://files.readme.io/cd19a0f-A544FADC-7BB0-414E-B3A0-5A8D6B035759_4_5005_c.jpeg)
After selecting 'Create adjustment' you will then be taken to a new opportunity summary tab where you must select ' Edit' to continue.
![C1618828-41FA-438D-A382-219B7D0F7BEC.jpeg 1404](https://files.readme.io/d28ab0b-C1618828-41FA-438D-A382-219B7D0F7BEC.jpeg)
You will then have the chance to edit previous information regarding the policy by running through the questionnaire before selecting 'complete'.
![47886C6E-480F-47C6-9EFB-B09A61897E49.jpeg 1329](https://files.readme.io/64d63a7-47886C6E-480F-47C6-9EFB-B09A61897E49.jpeg)
Once complete you will be taken to the quote summary tab where you will be able to view all relevant information regarding the MTA.
![6B1E09E2-1C29-4184-9C9C-7E06B1F780E2.jpeg 1433](https://files.readme.io/2360cad-6B1E09E2-1C29-4184-9C9C-7E06B1F780E2.jpeg)
Here you can bind the quote by selecting the tab 'Underwriting' and then going onto select 'Bind' and 'Pay by invoice'.
![7CD6E989-3804-4EF4-8C22-9B008AA5E1C7.jpeg 1415](https://files.readme.io/649561f-7CD6E989-3804-4EF4-8C22-9B008AA5E1C7.jpeg)
Complete the MTA by selecting 'Bind'.
![2C4F3350-6957-49DA-AABA-2A2E98B17127.jpeg 499](https://files.readme.io/261eeef-2C4F3350-6957-49DA-AABA-2A2E98B17127.jpeg)
You will then be taken to the summary tab of the adjusted policy where all information can be viewed.
![44DE2D19-352F-4CAD-983A-B80B75B3D691.jpeg 1407](https://files.readme.io/f44d39d-44DE2D19-352F-4CAD-983A-B80B75B3D691.jpeg)
Updated about 2 years ago