Viewing a Specific Stop-Loss Pricing Rule of a Parent Customer

Procedure

To view a specific stop-loss pricing rule of a parent customer:

  1. Search for the account, person, or policy whose pricing details you want to view in the Customer 360° View screen.
  2. In the Search Results section, click the View (The View Icon) icon corresponding to the account, person, or policy whose pricing details you want to view.
    The Account, Person, or Policy tab in the Customer 360° Information screen appears.
  3. Click the Pricing tab.
  4. In the Parent Customer Pricing Rules zone, click the link in the Pricing Rule Information column corresponding to the specific stop-loss pricing rule type whose specific stop-loss pricing rule parent customer details you want to view.
    The Pricing Rule screen appears. It contains the following zone:

    • Specific Stop-Loss - Displays the pricing rule specific stop-loss details for a parent customer. It contains the following sections:

      • Main - Displays the basic details of the specific stop-loss pricing rule.

      • Accumulation Parameters - Displays the accumulation parameters based on which accumulated specific stop-loss for the transactions are processed in the run-in or active period of the policy.

      • Run-In Parameters - Displays the run-in parameters in the run-in period of the policy.

      • Lasering and Exclusion - Displays the lasering and exclusion information that inherits the accumulation parameters

      • Characteristics - Displays the characteristics defined for the specific stop-loss pricing rule.

  5. View the basic details of specific stop-loss pricing rule in the Main zone.
  6. View the accumulated parameters in the Accumulation Parameters zone.
  7. View the run-in parameters in the Run-In Parameters zone.
  8. View the lasering and exclusion information in the Lasering and Exclusion zone.
  9. View the characteristics of the specific stop-loss pricing rule in the Characteristics zone.

Related Topics

For more information on... See...
Customer 360° Information - Pricing tab Customer 360° Information - Pricing Information
Parent Customer Pricing Rules zone Parent Customer Pricing Rules
Pricing Rule screen Pricing Rule (Used for Viewing)
Specific Stop-Loss zone Specific Stop-Loss