Defining Life or Annuity Insurance Coverages

After defining life and annuity products, you might need to add coverages.

To define a life or annuity coverage

  1. Navigate to the Site Map, Administration - Insurance, and then Life & Annuity Coverages.

    You have defined the coverage type and levels for a life or annuity insurance product.

  2. In the Life & Annuity Coverages list, add a record and complete the necessary fields.

  3. In the Coverage Options list, add a record and type a coverage option.

  4. Repeat Step 3 for each coverage option you want to add.