You are here: Part I > Retrieving a Policy from WIP
Retrieving a Policy from WIP
In this activity you retrieve the policy from WIP, and enter the remaining data.
Scenario
Melanie called after lunch and said that she estimates her gross sales for this year to be $100,000. You can now enter the remaining data in her policy.
- From the main menu, choose File, Edit to display the Edit Existing Document window.

- Click Melanie Henson's policy, then click Ok to re-open the Forms Selection window.
- Click Ok in the Forms Selection window to re-open Melanie’s policy in the Data Entry window.
- Tab to or click the CLASSIFICATN 2 field under the Classification column, and type Based on Expected Sales.

- Tab to or click the PREM BASIS 2 field and type s. S is the code for a premium based on gross sales, per thousand dollars.
- Tab to or click the PROD/COM RATE2 field and type 5.00. This figure is the dollar rate for Melanie’s premium based on her total expected gross sales.
- Tab to or click the PROD/COM PREM2 field and type 500. This figure is Melanie’s premium based on a cost of $5.00 for every $1,000 of insurance purchased based on gross sales.
- Tab to or click the Total Premium field (named COMM GL PREM) at the bottom of the form, and type 1900. This figure is Melanie’s total premium for the entire insurance policy.
Note: Instead of tabbing through fields to reach the bottom of the page, you can choose View, Page, Select Section from the menu.

Select the 'Total Premium' section from the list and click Ok to place your cursor directly in the appropriate field.

You are now ready to complete Melanie's policy.
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