Insurance Policies (ATFA300 - SIGAATF)

CONTENTS

01. OVERVIEW

Use this register to store the main information pertaining company insurance policies, such as policy number, insurance company name, contract validity, insurance type, coverage type, insurance value and deductible as well as broker.

Use this option to control the insurance policies of company assets, to better analyze contract data on claims.

The system allows linking one or multiple assets to an insurance policy. To do so, just select the policy number in the Asset Register.

02. PROCEDURES

To register the Policy, follow these steps: 

1 - In Updates / Register / Insurance Policy (ATFA300);

2 - The window Insurance Policies - Add is displayed, divided in folders;

3 - Default Folder: In this folder, enter the data pertaining the insurance policy, such as insurance company name/code, policy number, policy description, start date, due date, currency, etc.;

4 - Registration Folder: In this folder, enter the party insured and the beneficiary;

5 - Classification Folder: In this folder, enter the insurance type, coverage type and renewal;

6 - Values Folder: In this folder, enter the values pertaining the insurance policy, such as: insurance value, deductible value, premium value, discount value, installments, installment values, due dates, etc.;

7 - Broker Folder: In this folder, enter the code and name of the insurance broker;

8 - When you finish the registration, click Save.

03. OTHER INFORMATION