Creating a Product
Once you have created a new product line you can create new products.
To create a product
Navigate to the Administration - Product screen, and then the Products view.
In the Products list, add a record, and complete the necessary fields as described in the following table.
Field Description Avg Profit
Average profit generated by product.
Sub Type
Product groupings by Pension, Asset, Liability, Life & Annuity, Personal Lines Insurance, Service, Transaction, Group Insurance, Individual Health Insurance, Derivative, Currency, Commodity, and Commercial Insurance.
Equivalent Product
Products to be used in comparisons.
Profit Rank
Ranking of product by profit generation.
Region
Geographic region using this product.
Status
Current availability of the product.
Note: Some of these fields might not be visible. You might want to reveal them using the Columns Displayed command from the Menu drop-down list.