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'.

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Once on the chosen policy you will be able to select 'Adjust'.

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You must then choose an effective start date before creating the adjustment.

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After selecting 'Create adjustment' you will then be taken to a new opportunity summary tab where you must select ' Edit' to continue.

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You will then have the chance to edit previous information regarding the policy by running through the questionnaire before selecting 'complete'.

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Once complete you will be taken to the quote summary tab where you will be able to view all relevant information regarding the MTA.

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Here you can bind the quote by selecting the tab 'Underwriting' and then going onto select 'Bind' and 'Pay by invoice'.

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Complete the MTA by selecting 'Bind'.

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You will then be taken to the summary tab of the adjusted policy where all information can be viewed.

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