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Chapter 8 - Sunrise

1. Click on On line Quoting and the following screen appears Home Account Selection Change Password All Options On line Quoting Client Code Insert Client Code or lookup and details will default in Trading Name Harry Smith t as Pig Out Cafe Address 02 9999 0000 Contact Person Mr H Smith Start Quotin Click to Start Quoting Get Quote List op Click to get a listing of policies already quoted on that you would like to convert Phone Number bais User Manual 8 27 BA Insurance Systems Chapter 8 Sunrise Start Quoting When you click on Start Quoting the following screen will appear Ss U n ri se a l i E Q u oti ng Home lt 2 p n ta ct 5 DE port exchange es Exit On line Quoting On line Quoting Q V Kei HOME INSURANCE SEARCH QUOTES MY DETAILS ADMINISTRATION Copyright 2004 Telstra eBusiness Services Pty Limited Disclaimer Notice Click on type of insurance required in this example Home Insurance and this will take you into the quote screen Please Note For details on how to navigate within On line quoting you will need to refer to your Telstra eBusiness manual Once you have completed your transaction in On line quoting the Sunrise exchange Home page will appear Close the window by clicking on the X or Exit On Line quoting and you will be returned to the bais screen and prompted ai Click here to return to iBais This will verify the transa
2. There are two possible Processing Actions depending on the status of the mismatched transaction If the Processing Action is Process in bbais when you click on the highlighted cell you will be taken to the following screen Web Page Dialog Sunrise Assign a Memo Number Memo Number Classification Insert the Memo Number OR Click Client on Policy Search Clear Memo Number Search for a Memo Policy using the following Insured Name Policy No ISUNO26184VIC Policy Search Click on Policy Search and the Memo Number will default in from the Policy No Accent Click Accept and you are taken back into Ibais processing screens to complete the transaction Once all the details are complete press Submit and you will be taken back into the data recovery screen the following message will appear x e Recovery List Updated Click OK and exit out if all Processing Action you have to do is completed If the Processing Action is Delete in Sunrise when you click on the highlighted cell the following message will appear BScript EI 1 Deleted 09MAY20014 140775 1 1 Recovery List Updated Click OK and the record will be removed Exit out if all Processing Action you have to do is completed bais User Manual 8 23 BA Insurance Systems Chapter 8 Sunrise Printing the Insurer Document Because policies are bound and issued on the spot via Sunrise you can produce var
3. Memo Number Search Search allows you to locate the Memo Number Insured Name Invoice Number LI Policy No Risk Description SET Type Current Memo number search Entering a Memo Number will process the quote as a Renewal This will take you back to the Policy Transaction screen Refer to Processing earlier in this chapter for details on how to process from this screen Clicking on Convert to a Quote will take you into the Client Quotation screen Refer to Processing earlier in this chapter for details on how to process from this screen Clicking on Convert to a New Policy will take you into the New Policy screen Refer to Processing earlier in this chapter for details on how to process from this screen Ibais User Manual 8 30 BA Insurance Systems Chapter 8 Sunrise Get Quote List When you Click on Get Quote List the following screen will appear it will list all quotes that have been converted for all users On line Quoting Client Code Trading Name Address Phone Number Contact Person Start Quoting Get Quote List Attachment Quote Date Number EIGHH PIGOUT 20 11 07 20 11 08 20 11 07 311 EIGHH CRICKET SUPPLIES P L 07 12 07 07 12 08 07 12 07 339 AUHH Harry Smith Gas Pig Out Cafe 11 12 07 11 12 08 11 12 07 346 Supplier Class Product Client Name Start Date End Date Click to convert the quote This will invoke the same steps as Start Quoting where you can chose to Process as a Renewal
4. to edit the quote Do you wish to convert this quote to a new policy without converting simply select No When you are returned to the Policy Transaction screen you must click on the Sunrise button to invoke the Insurer product screens and complete the amendment or conversion to New Policy If converting to New Policy you will also need to update the Statistical Code and other details in the Invoice Particulars section of bais Endorsements and Cancellations When you need to endorse or cancel a Sunrise policy go the Client Processing screen for the relevant client and locate and highlight the policy to be endorsed or cancelled Use the Transaction Entry drop down menu to select the transaction type you require We are using Cancellation in this example Ibais User Manual 8 8 BA Insurance Systems Chapter 8 Sunrise Client Processing Client Code ANTZ 4 Antz Pantz Clothing Co Actions Select Action v Transaction Entry v Address PO Box 12345 Contact Person Danny Boyd BEE Telephone 02 9999 0000 Retail Wholesale RETAIL Business Phone 02 3299 0032 Association ABC Trading Group Mobile Phone 0412 333 555 Email antz antzpantz com Fax No 02 9999 0111 Executive Sheralyn Andrews 64 479 23 TY Net Profit 7 262 50 Unallocated 4200 00 Current 0 00 Balance 22987 24 LY Net Profit 30 Days 0 00 60 Days 0 00 90 Days 29087 24 Active and Expired Policies A Click gt gt cell to view policy hist
5. bais INSURANCE AIS be Chapter 8 Sunrise Ibais User Manual BA Insurance Systems Chapter 8 Table of Contents CHAPTER 8 SUNRISE tect cr eu secon cece sen oueueeteen sieedeeuaccosuseosecoudus te cuuceasceucodcsceesecauucutecedseaideeseouasasace 8 1 EE EE 8 1 BEE N OM SAR E ee ee ee 8 1 NI ER Oe ES IN as ne es ee ee eee 8 2 Processing a Sunrise QUOTE 0 0 cc cccccccceseesecceeeeeceeeeseeceeeeeeeaeeeseeeeeeesauaeseeceeeeeesseaeseeeeeeesssaaaeeeeeeees 8 3 Editing a Sunrise Quotation Converting a Quote to New Policy sssssssssssssnnnnnrnnssseeeeesssssrrrnrrrrnn 8 7 Endorsements and Cancellations iii 8 8 HEET 8 11 EE eege 8 12 Renewing Existing Sunrise PONGICS 2 SEET 8 12 OORT FC HCW EE 8 13 Processing an Import Download as New Policy 8 14 Processing an Import Download as a Henewal ss 8 15 Amending SUMNISE EE 8 17 Brot dE 8 18 Suspending a Transaction cc cceeeeecccececeeeeeeeeeeeeeeeeeseaesesceeeeeeeeseeseeeeeeeeesssaeeeeeeeeseessseaseeeeeeeeeesaas 8 18 Sunrise Policies Requiring Closure siens 8 19 Eer Ee EE 8 20 Recovery Te een EE 8 21 Printing the Insurer Document is 8 24 EIST DOC lun EE 8 25 Onine QUO WING EE 8 26 OUN eege 8 28 GECORO EC ee ee ee tee eds eee eue de eee eee ae On eee 8 31 Sunrise Ten EE 8 31 invoke Sunrise Placements iii 8 33 Get Sunrise Placements iiiiiiiiiieesseerreeeeeeesseeeeeeennnes 8 34 Ibais User Manual BA Insurance Systems Chapter 8 Sunrise Chapte
6. POLOOO019IMP POLOOOOSIMP POLO000181MP POLOOOOSIMP POLO000171MP POLOOOO3IMP Ibais User Manual Assign Mer Bill Bloggs6 Assign New Policy Bill Bloggs 14 New Policy Bill Bloggs 13 Bill Bloggs 12 New Policy Bill Bloggs19 Bil Bloggs 18 New Policy Bill Bloggs8 Bil Bloggs17 New Policy Bill Bloggs Assign Memo New Policy Bill Bloggs 16 Bill gie 8 15 Favourites 08 04 07 16 04 07 15 04 07 14 04 07 21 04 07 20 04 07 10 04 07 19 04 07 09 04 07 18 04 07 04 04 07 BA Insurance Systems Entered By ands To Date 08 04 08 16 04 08 15 04 08 14 04 08 21 04 08 20 04 08 10 04 08 19 04 08 09 04 08 18 04 08 04 04 08 Product INSACC INSACC INSACC INSACC INSACC INSACC INSACC INSACC INSACC INSACC INSACC Chapter 8 Sunrise This calls a screen as shown below which enables you to look up the Memo Number if required or input if known 3 DesignBais Tools Sunrise Assign Deassign Memo Sunrise Assign a Memo Number Classification PULSE Client MCLEAN Memo Number Clear Memo Number Search for a Memo Policy using the following a Insured Name Policy No Policy Search Once the Import has a valid Memo Number attached you will see the Process Type field alongside it is altered to Renewal as this is the only valid option Click on the Renewal field as shown below to proceed with the Imported Renewal transaction Home Account Selection Change Password A
7. Screen or via your Favourites Home Account Selection Change Password All Options Favourites Logout Available Forms and Reports Type Select Type z Category Select Category Sub Category Select Sub Category SI Favorites EEE ES On line Quoting No al Recovery Transactions Creditor Detail Report Creditor Outstanding with Broking Details Debtor Outstanding with Broking Details Earned Amounts Life Non Life Income Reports Insurer Annual Income Report Insurer Detailed Ageing by Insurer Type Invoice Summary report Key Reports Monthly Sales by Client Monthly Summary Premium Oustanding Claims by Insurer Outstanding Claims Selection Outstanding Premium Warranty Report Outstanding Renewal Report Sunrise Policies Requiring Closure Tax Invoice Report Trust Accounting Reports Refine by Description Click on Sunrise Policies Requiring Closure and the following screen will appear ch Web Page Dialog Sunrise Policies Requiring Closure Printing Options Preview Mode Printer DEFAULT Run Report Click Run Report and the following report will appear Ibais User Manual 8 19 BA Insurance Systems e Web Page Dialog Completed Page of 12 B A Insurance Systems Pty Ltd bois Executive Trx Date ANDS 22 02 07 ANDS 22 0207 1403 07 03 06 07 08 10 07 Typ POL POL POL POL POL hemo No 07020049 07020050 07030026 07060006 07100018 Policy No H 90
8. Association Mobile Phone 0400 111 222 Email Fax No 02 9999 1122 Executive Post Code TY Gross TY Net Profit Unallocated Current Balance LY Gross LY Net Profit 30 Days 60 Days 90 Days 0 00 Active and Expired Policies A Click gt gt cell to view policy history Click any highlighted cell to view details RU SS SS ce Client Orig Client O S Creditor Creditor Memo No gt Type Class Risk Description Policy Number U W End Invoice x Amt Orig Amt O S Amt Ibais User Manual 8 3 BA Insurance Systems Chapter 8 Sunrise You are required to select the Policy Class for the quote ESS ri 5 TITRE ee O p ER SP AE e ST ANT 11 Account Selection Change Password AllOptions _ Policy Transaction Memo No Transaction QUC Quote to Client Status Q Quote and then click Accept to begin processing Policy Transaction Memo No Transaction QUC Quote to Client Status Q Quote Insured Details A Gotcha Private Investigations Insured GOTCHA Gotcha Private Investigations Insured Name Gotcha Private Investigations Business Private Investigations Address Private Bag 007 Executive ans Sheralyn Andrews Sydney NSW 2000 x Alternate Exec Division com Commercial Co Branch fo B Insurance Systems Pty Ltd Debtor GOTCHA Gotcha Private Investigations Currency AUD Currency Sum Insured AUD Policy Start 01 01 07 Policy End 01 01 08 End Text at 4pm Local Time Effective Start 01 01 07 Effec
9. D Click on the memo number to open the PDF of the listed document which can then be printed or saved as required By default only your own documents will be displayed but you can tick the box next to View All Documents For All Users to alter this setting and view documents requested by others List Documents This function allows you to go directly to the Documents that have been requested from the Insurer The List Documents is accessed from a menu accessible via the All Options tab at the top of the screen Home Account Selection Change Password All Options Favourites Report Cabinets Logout Available Forms and Reports Type Select Type Category Select Category Sub Category Select Sub Category Favorites rust SI any SLLUPALUIUIr LAHU ALR Property amp Liability Quote Request Premium Funding Portfolio Funding Sunrise Batch Cancelation Batch Close Batch Renewals Import Download List On line Quoting Ibais User Manual 8 25 BA Insurance Systems Chapter 8 Sunrise Click on List Documents and the following screen will appear Sunrise Documents Memo Requested By Policy Number Client Code and Name Document 07100013 chac INS1191828231627TRY ANTZ Ant z amp Pantz Clothing Co Ltd Ins Sched chac INS1191828231627TRY ANTZ Ant z amp Pantz Clothing Co Ltd Ins Sched 07120018 chac INS1196985291822TRYV GOTCHA Gotcha Private Investigations Ins Sched Click on Memo to open PDF of the listed do
10. Liability Quote Request Property amp Liability Quote Request Premium Funding Portfolio Funding Sunrise Batch Cancelation Batch Close Batch Renewals FROM Sunrise templates Import Download List List Documents On line Quoting Recovery Transactions Sunrise Placements Refine by Description Click on Recovery Transactions and the following screen will appear Ibais User Manual 8 21 BA Insurance Systems Chapter 8 Sunrise Home Account Selection Change Password All Options Favourites Report Cabinets Logout Sunrise Recovery The Transaction date is the date the transaction was processed Transaction Date From Transaction Date To Insert From and To date AND OR Client Code Client Recover Transactions This option may take a few minutes Transactions to Process Click here to compare bais and Sunrise records Please Note this may take a few minutes Matched Transactions Once the Recovery Transactions has been completed the following updated screen will look like the Home Account Selection Change Password All Options Favourites Report Cabinets Logout Sunrise Recovery Transaction Date From m ARNIE Grant Arnold Business Enterprises This option may take a few minutes Transaction Date To Client Recover Transactions End Date 08 12 07 ARNIE Start Date 08 12 06 09 11 07 Processing Action Status Insured Product Premium Sunrise Reference 1 000 00 294PR
11. Placements you will need to refer to your Telstra eBusiness manual Once you have completed your transaction in Sunrise Placement The transaction will suspend and details will be sent to the insurer so they can rate the transaction When you receive notification from the insurer you can retrieve the transaction and resume the processing Click Logout and you will be returned to bbais bais User Manual 8 33 BA Insurance Systems Chapter 8 Sunrise Get Sunrise Placements When you click on Get Sunrise Placements the following screen will appear it will list all quotes that have been bound for all users Sunrise Placements Client Code PIGOUT Trading Name Harry Smith t as Pig Out Cafe Address Phone Number 02 9999 0000 Contact Person Mr H Smith Invoke Sunrise Placements Get Sunrise Placements Attachment Quote Date Number SPIPI Bound Harry Smith t as Pig Out Cafe ache 08 10 08 08 10 07 SP 165 SPIPI Bound Harry Smith t as Pig Out Cafe 15 10 15 10 08 15 10 07 SP 164 Supplier Class Product Type Client Name Start Date End Date Select the transaction and then Click to convert the transaction Important Note Once you select to action a transaction from this list it drops off the list and CAN NOT be retrieved You should complete the transaction or suspend to complete at a later date The following screen will appear Sunrise Placements You can enter a Supplier TEBS Memo Number and pans SPIPI this
12. menu will immediately invoke the Insurer s Sunrise product and allow you to complete the closing Once completed you are returned to the Client Processing screen and the Transaction status is updated to reflect that it is now closed Ibais User Manual 8 20 BA Insurance Systems Chapter 8 Sunrise Recovery Transactions This function compares lba is to Sunrise and highlights mismatches that need action It should be part of your regular Sunrise housekeeping Please Note If you see an error like this Error from Sunrise the Policy is not the latest version lt indicates that there is a mismatch and Recovery Transactions procedure should be completed for this client policy The Recovery Transactions is accessed via the All Options tab at the top of the screen or via your Favourites ye ir yy en eo pe re y Home Account Selection Change Password All Options _Favourites _ Report Cabinets Logout Available Forms and Reports Type Broking Category Processing Sub Category Select Sub Category ni Type IE Sub Category Form Report Click to Run Image Favorites No Broking Processing Client Enquiry and Policy Processing Client Enquiry and Policy Processing Enquiry Client Claims Enquiry and Claims Processing Client Claims Enquiry and Claims Processing Enquiry Commercial Package Quote Request IUS PI and PLPR Quote Industrial Special Risks Quotation Request Insurance Logic PI Quotation
13. to Europe Asia Pacific l Type of Cover IK EE Sch Complete the Insurer Product screens and oe USERS navigate back to bais Total Payable Quote Valid Days Retain Policy ER A E Ao v Renewal Data kg Sunrise Travel Product Release 7 trvbuild_00011 0 When you click the Finish or equivalent button in the Insurer s product the Sunrise screen will close and you will be returned to the bais screen as shown below bais User Manual 8 5 BA Insurance Systems Chapter 8 Sunrise il Q Quote to Client Quote Home Account Selection Change Password al Options Favourites logout Policy Transaction Submit Memo No NEV Class instev Travel Sunrise Transaction Renewal Type ANN Annual Renewable Status Insured Details a Gotcha Private Investigations Insured GOTCHA Gotcha Private Investigations Insured Name Gotcha Private Investigations Dal When you return to bais the figures and details entered into the Insurer product screens will be brought back into bais Gotcha Private I Commercial You can add a Sub Agent if required Address Private Bag 007 Sydney NSW 2000 Division COM Debtor GOTCHA Policy Start 01 01 2007 Insurer Details Insurer Sunrise Insurance Limited v Sunrise Subagent Details Policy Specific Details Risk Details and Premiums Polic AUD ef Add you
14. to Lapse Policy you will be returned to the Client Processing Menu when this is complete The policy will appear as follows once End of Day is run the Status of Active will change to Lapse Memo No gt Type Class Risk Description Policy Number L W St Start End eshte meee Pol AUHH H 901663 ps io o7 08 10 08 bais User Manual 8 11 BA Insurance Systems Chapter 8 Sunrise Renewals Renewing Existing Sunrise Policies When the renewal terms have been sent through by the current insurer you can renew existing Sunrise policies by leide the required policy in the Client Processing screen and selecting Renewal from the Transaction Entry drop down menu Client Processing Client Code 0OANDRO01 4 ANDREW MORRIS Actions Select Action el Transaction Entry M Address Contact Person Telephone Retail Wholesale N Business Phone Association Mobile Phone Email NA Fax No Executive TY Gross 175 786 98 TY Net Profit 22 744 34 Unallocated Current Balance 0 00 LY Gross LY Net Profit 30 Days 60 Days 90 Days 0 00 Post Code 2176 Active and Expired Policies A Click gt gt cell to view policy history Click any highlighted cell to view details eae S Client Orig Client O S Creditor Creditor Memo No gt Type Class Risk Description Policy Number U W St Start End Invoice AE Amt Orig Amt O S Amt BENSE ol MMHP Sunrise CLS 122A776051HPK QBE A 05 12 06 05 12 07 1161 98 0 00 1027 27 1027 27 Pol DBC B
15. was not on Sunrise previously but is to be renewed via Sunrise Processing an Import Download as New Policy To process a policy from the list as New Business simply click on the New Policy field alongside the Policy Number of the policy you want to process as shown below Home Account Selection Change Password All Options Favourites Sunrise Import Download List From Date To Date Product Number POLOOOO7IMP POLO00015IMP POLO000141MP POLO00013IMP POLO000201MP POLO0001931IMP POLOOOOSIMP POLOO0018IMP POLOOOOSIMP POLOOOO17IMP POLOOOOSIMP 07040113 Bill Bloggs6 New Policy Bill Bloggs 14 Assign Memo New Policy Bill Bloggs 13 Bill Bloggs Bll Bloggs Assign Memo Assign Memo New Policy Assign Memo Bill Bloggs Bill Bloggs16 Bill Bloggs2 08 04 07 16 04 07 15 04 07 14 04 07 21 04 07 20 04 07 10 04 07 19 04 07 09 04 07 18 04 07 04 04 07 When you click on the New Policy field the screen below is displayed Ibais User Manual 8 14 08 04 08 16 04 08 15 04 08 14 04 08 21 04 08 20 04 08 10 04 08 19 04 08 09 04 08 18 04 08 04 04 08 INSACC INSACC INSACC INSACC INSACC INSACC INSACC INSACC INSACC INSACC INSACC BA Insurance Systems Home Policy Transaction Insured Details Insured Account Selection Chapter 8 Sunrise Change Password All Options sacc Ins household Renewal Type ANN Annual Renewable a Insured Name
16. 1419 H 901420 H 901461 SUNO27394N SUV H 901663 Chapter 8 Sunrise E HA DPI Search Search Next Actions REP 14568 13851 actions S Sunrise Policies Requiring Closure Company Start 22 02 07 22 02 07 20 03 07 01 06 07 08 10 07 B A Insurance Systems Pty Ltd End 22 02 08 22 02 08 20 03 08 30 06 07 08 10 08 Insured Name Got amp Pantz Clothing Co Ltd Grotz amp Pantz Clothing Co Ltd Grotz amp Pantz Clothing Co Ltd Got amp Pantz Clothing Co Ltd Got amp Pantz Clothing Co Ltd Class Description fustralian Unity Householder Fustralian Unity Householder fustralian Unity Householder Ins household Fustralian Unity Householder 19 NOV 2007 15 09 Premium Net Brokerage 639 00 187 38 639 00 187 38 328 50 70 63 3 566 00 71 32 652 50 140 29 MER Unclosed Sunrise Policies sorted by Transaction Date Ls Bo a A This report will list the policies that are unclosed Should you want to close the policies please follow the Manual Close steps as detailed Manual Close Some policies require manual closing The Closed or Unclosed status is shown on the Client Processing screen as illustrated below Client Processing PiGouT_ 4 Harry Smith t as Pig Out Cafe Actions Select Action Transaction Entry M PO Box 123 Contact Person Mr H Smith North Sydney NSW 2060 Telephone 02 9999 0000 Retail Wholesale RETAIL Business Phone 02 9999 1000 Ass
17. 20014 114938 2 2 82 00 294PR20014 119198 2 3 LPS ACC INSACE S CLS CMP Delete in Sunrise e 1 Recovery List Updated Insured Matched Transactions Start Date 08 12 05 08 12 05 Type Memorandum Policy Number Product Premium Sunrise Reference Status 08 12 06 08 12 06 ARNIE ARNIE 01M4Y20014 126062 1 1 0O3MAY20014 104184 1 1 CLS ACC a UNC AC N B 05120008 N B 05120007 23000011 TST CVYNS02003656 ZURALS 1 256 66 SUNHH 372 74 N B REN N B N B REN N B REN 05120007 06120058 07110003 07110003 07110005 07110005 n 1100n5 SUNO26184VIC SUNO26184VIC INS1165900106507TRY INS1193974770051TRY INS1193974770051TRY INS1194224307135TRY INS1194 7743N7135TRY 08 12 05 08 12 06 12 12 06 09 11 06 09 11 07 03 11 06 narin 08 12 06 08 12 07 12 12 07 09 11 07 09 11 08 09 11 07 naring On the Recovery List Updated Click on OK ARNIE ARNIE ARNIE ARNIE ARNIE ARNIE ARNTF INSACC INSACC INSTRY INSTRY INSTRY INSTRY INSTR 1 000 00 1 000 00 101 00 82 00 82 00 82 00 83 00 29APR20014 114938 1 1 29APR20014 114938 2 1 294PR20014 116616 1 1 294PR20014 119196 1 1 294PR20014 119196 2 1 294PR20014 119198 1 1 PS4APR NN1A 119198 1 CLS ACC UNC AC UNC AC CLSfACC UNCfA Cr CLS ACC CLS ACCE Then commence the Processing Action as required Click on the leidt and the following screen will appear Ibais User Manual BA Insurance Systems Chapter 8 Sunrise
18. A 01 11 07 01 11 08 2381 50 0 00 2381 50 2381 50 Pol INSTRV Sunrise CLS INS1191828231627 INSURER A 08 10 07 08 10 08 DE 136 97 136 97 123 46 123 46 COUCOU Pc AUHH Sunrise CLS H 301663 AU A 08 10 07 08 10 08 TEE 931 00 931 00 77668 776 68 Pol ZURAL Sunrise CLS 23000057XTST ROYAL A 08 10 07 08 10 08 617 24 617 24 503 99 503 99 A Pol PLPR Professional Indemnity To Be Advised DUAL 20 09 07 20 09 08 l 1732 50 1402 50 1402 50 el Policies 54 Transaction Summary A Memo No 07100018 Actions ES Select Enquiry x Sunrise Lapse Transaction Entry Tran Date 08 10 07 Premium Endorsement Class Australian Unity Householder FSL Premium Charg mile all Co Branch 0 Division Underwriter GST Commission 21 ERMEE Insurer AU Australian Unity Stamp Duty Commission GST rrn Executive Sheralyn Andrews Policy Fee Witholding Tax FBC Highlight the Memo you wish to Lapse Click to invoke Sunrise Lapse Once Sunrise Lapse has been invoked the following message will appear Policy Lapse Sunrise Transaction Memo No 07100018 Click to return to Client Processing Start 08 10 07 Menu this will not process a Lapse Period End 08 10 08 Client Name Ant z amp Pantz Clothing Co Ltd This form is used to lapse a Sunrise policy It will not create any transactions The Sunrise policy will be lapsed by the end of day process Press the Lapse button to lapse the policy or the Previous button to return to the Client Processing form Click
19. Division Debtor aoe ee i SR 21 04 2007 Insurer Details Insurer Sunrise Policy End 21 04 2008 fe Pore RAS Een el cre E cn a AXROYAL INSURANCE COMPANY Policy No AXROYAL INSURANCE COMPANY POLOOOO20IMP Sunrise Subagent Details Policy Specific Details Risk Details and Premiums Input the Insured Code and any other required details and then click on the Sunrise button to The transaction is then completed as per normal processing but the Underwriter product screens are pre populated with the details sent through in the proceed with processing as a new Policy Import record Favourites Logout LG Submit J Print Preview J Suspend W Previous A Transaction Status New Policy Active Business gt EE Alternate Exec Es a Executive Co Branch Currency Currency Sum Insured End Text Entry Date 07 05 07 SA Coinsurance N Sunrise Status On completion you are returned to the Import Download List Processing an Import Download as a Renewal To process a policy from the list as Renewal you need to identify the Memo number of the expiring Non Sunrise policy to be Imported into Sunrise Click on the Assign Memo Number field as shown below Home Account Selection Change Password All Options Sunrise Import Download List Number POLO00071MP POLO000151MP POLO00014IMP POLOO00013IMP POLO000201MP
20. ction bais User Manual 8 28 BA Insurance Systems Chapter 8 Sunrise transaction Please wait Once this is done the following screen will appear On line Quoting Client Code PIGOUT Trading Name Harry Smith t as Pig Out Cafe Address pe Phone Number 02 9999 0000 Contact Person Mr H Smith Start Quoting Get Quote List Attachment Quote Supplier Class Product Client Name Start Date End Date Date dimber MMIHOP Harry Smith t as Pig Out Cafe 20 11 07 20 11 08 20 11 07 307 MMIHOP Harry Smith t as Pig Out Cafe 20 11 07 20 11 08 20 11 07 308 Click to convert the quote Important Note Once you select to action a quote from this list it drops off the list and CAN NOT be retrieved You should complete the transaction or suspend to complete at a later date Click to start the transaction in bais The following screen will appear You have three options to convert the policy Ibais User Manual 8 29 BA Insurance Systems Chapter 8 Sunrise On line Quoting Supplier ALLIANZ Product MMIHOP Client Name Harry Srnith t as Pig Out Cafe Start Date 20 11 07 End Date 20 11 0 You can enter Memo Number and this will RENEW an existing policy Please Note this will invoke a PROCESS AS RENEWAL function Quote Reference 307 Attachment Date 20 11 07 Memo Number Convert to a Quote or Convert to a New Policy Convert to a Quote Convert to a New Policy These options may take some time to process
21. cument which can then be printed or saved as required Updates List of By default only your own documents are displayed Sunrise tick to alter setting and view documents requested Documents by others Refresh List Any action performed on this form may take some time to process All actions are sent to Sunrise for processing View All Documents For All Users Online Quoting This function allows you to obtain a quote from multiple insurers by completing a single set of questions The Online Quoting function is accessed via the All Options tab at the top of the screen or via your Favourites Ibais User Manual 8 26 BA Insurance Systems Chapter 8 Sunrise Home Account Selection Change Password All Options Favourites Report Cabinets Logout Available Forms and Reports Type Select Type z Category Select Category Sub Category Select Sub Category sl Favorites Type Category Sub Category Form Report Click to Run Favorites z i i Portfolio Funding No Al Batch Cancelation No Batch Close No Batch Renewals No FROM Sunrise templates No Import Download List No List Documents dh et p Sunrise Placements TO Sunrise templates Reports Brokerage Taken Report Creditor Detail Report Creditor Outstanding with Broking Details Debtor Outstanding with Broking Details Earned Amounts Life Non Life Income Reports Insurer Detailed Ageing by Insurer Type Invoice Summary report Key Reports Refine by Description
22. e if not already entered within the Insurer product and completing the Invoice Particulars section When all required details have been recorded you can submit the record You will be asked to confirm VBScript DesignBAIS Are you sure you want to write this record You are then offered a selection of documents to print Note these are your standard set of documents Printing the Insurer s document will be covered later in this manual Import Renewals The Import Renewal List is accessed from a menu accessible via the All Options tab at the top of the screen A list similar to the one shown below will be displayed Please note that the list of available options may differ for different people as it is based on the security settings and authority allowed within the system Available Forms and Reports Type Select Type Category Select Category ze Sub Category Select Sub Category Sub Category Form Repor Click to Run ae on Broking Broking Rating Table Maintenance No Maintenance Reinsurance Reinsurance Treaty Maintenance No Treaty Risk Class Maintenance No Processing Client Enquiry and Policy Processing No Client Claims Enquiry and Claims Processing No Commercial Package Quote Request No Liability Quote Request No i men No E Sunrise Import Download List No Brokerage Taken Report No Creditor Detail Report No Creditor Report No Earned Amounts Life Non Life No Earned Amounts Li
23. esale RETAIL Business Phone 02 9999 1000 Association TEST ASSOCIATION Mobile Phone 0400 111 222 Email RS Re pigout com au Fax No 02 9999 2222 Executive Vernon Elderfield TY Gross 165 803 86 TY Net Profit 14 001 67 Unallocated Current Balance 0 00 LY Gross LY Net Profit 30 Days 60 Days 90 Days 0 00 Post Code 2060 Active and Expired Policies A Click gt gt cel Click any highlighted cell to view details The policy must be in R status SS Client Orig Client O S Creditor Creditor ANNE ml er 4 as shown here to allow Amend Amt Amt Orig Amt O S Amt 07020016 R gt mm Renewal R status indicates a M 562420 663430 6459 18 6459 18 4 U UZUU1 Ren INSACC Sunrise CLS e e 5300 37 5300 37 5149 60 5149 60 Pol AUHH Sunrise UNC renewal with a future effective 981 47 981 47 810 95 810 95 Que INSTRV Sunrise date 0 00 0 00 0 00 0 00 Que INSTRV Sunrise 0 00 0 00 0 00 0 00 Pol ACMV WER3423 2000 TOYO CMVO01040 17 07 06 17 07 07 DESEN 90750 00 68740 00 81675 00 81675 00 _ Pol CWAP Section 1 Material Dai To Be Advised 12 03 04 12 03 05 13225 67 0 00 12202 53 131 86 Pol CWSP Section 1 Material Dai To Be Advised 12 03 04 10 06 04 28806 74 0 00 24178 30 4283 30 Transaction Summary A Memo No 07020016 R Actions Fe Select Enquiry CH Transaction Entry Transaction Entry Tran Date 09 02 07 Premium 5 460 00 Amend Renewal Class Ins household FSL 546 00 Premium Chard Selecting Amend Renewal from the Transact
24. fe Non Life No Insurer Detailed Ageing by Insurer Type No Invoice Summary report No Monthly Earned Selection No Refine by Description Ibais User Manual 8 13 BA Insurance Systems Chapter 8 Sunrise An example of an Import Download List screen is shown below Clicking on any column heading will sort the list by that column Home Account Selection Change Password All Options Favourites L Gout Sunrise Imp rt Download List From Date To Date Product Number POLO00071MP POLO000151IMP POLO000141MP POLO00013IMP POLO000201MP POLO00019IMP POLOOOOSIMP POLOO00018IMP POLOOOOSIMP POLO00017IMP POLOOOO3IMP Number 07040113 Assign Memo ram CT Bill Bloggs 14 Bill Bloggs 13 Bill Bloggs 12 Bill Bloggs19 Assign Memo New Policy Bill Bloggsi18 New Policy Bill Bloggs ul logge Bill Bloggs Bill logp 16 Assign Memo New Policy Bill Bloggs2 08 04 07 16 04 07 15 04 07 14 04 07 21 04 07 20 04 07 10 04 07 19 04 07 09 04 07 18 04 07 04 04 07 08 04 08 16 04 08 15 04 08 14 04 08 21 04 08 20 04 08 10 04 08 19 04 08 09 04 08 18 04 08 04 04 08 INSACC INSACC INSACC INSACC INSACC INSACC INSACC INSACC INSACC INSACC INSACC Policies sent through as import downloads can be processed either as where there is no existing policy on the system and the underwriter has sent the New Business terms via Sunrise or New Policy Renewal where there is an existing policy which
25. ient K Trading Name Harry Smith t as Pig Out Cafe Address 02 9999 0000 Contact Person Mr H Smith Phone Number Click to Invoke Sunrise Placements Invoke Sunrise Placements Get Sunrise Placements Click to get a listing of policies already quoted on that you would like to retrieve Ibais User Manual 8 32 BA Insurance Systems Chapter 8 Sunrise Invoke Sunrise Placements When you Click on Invoke Sunrise Placements the following screen will appear MSunrise Placements suntise Telstra eBusiness Mclea Mclea Tasks Create New gt Overdue 3 From Insured Received date Inception date Due date gt Received 0 TEBS Craig NEVER SAY NEVER PTY LTD O8MO2007 12 52PM 1240 2007 05 0 2007 Search gt Drafts 2 TEBS CraigL Aust Capital Territory Pty Ltd 0810 2007 12 48 PM 0110 2007 24 09 2007 TEBS CraigL JACK ROBBINS 08 10 2007 12 43 PM 05 10 2007 28 09 2007 Overdue 0 My Tasks Received 1 gt Pending 2 From Insured Message type Received date Inception date Due date My Tasks Drafts gt Insured Message type Inception date Due date Mr Pig Out Quote Request 18 11 0007 15 11 2007 NEVER SAY NEVER PTY LTD Cover Request 12 10 2007 05 10 2007 Copyright 2007 Telstra eBusiness Services Pty Ltd Version 1 2 0 SNAPSHOT Build No 2201 This will allow you to proceed with obtaining a quote Please Note For details on how to obtain a quote using Sunrise
26. ies SSC OK the form and OK again to accept the changes Sunrise Processing This manual covers the use of Sunrise products within bais This manual assumes a basic understanding of processing in bais and should be read in conjunction with the Introductory Manual bais User Manual 8 2 BA Insurance Systems Chapter 8 Sunrise Processing a Sunrise Quote To access the quote function you can either choose Client Quotation from the drop down list if there is no client yet on the system Home Account Selection Change Password All Options Client Processing Client Code Memo No Client Details Search Policy Details Search Insured Name Insured Name and Insured Name Invoice No or Policy No or Risk Description Version Current v Client Search Policy Search Select Select Add New Client Insurer Quotation Client Quotation Placing Slip Or you can select Client Quotation from the Client Processing screen for existing clients so that their details are automatically populated into the quote where possible Account Selection Change Password All Options Favourites Client Processing Client Code GOTCHA A Gotcha Private Investigations Actions Select Action Transaction Entry Address Private Bag 007 Contact Person Gary Gotch Insurer Quotation is al scie Telephone 02 9999 1111 Retail Wholesale N TEEN Business Phone 02 9999 3333
27. ion Entry drop down menu will take you into the Transaction Processing screen This screen is the same as for any renewal so simply make the required changes in BA and or Sunrise Remember to use the Sunrise button to invoke the Insurer s product Ibais User Manual 8 17 BA Insurance Systems Chapter 8 Sunrise Referral This function will allow you to refer a transaction that is outside the insurer s guidelines to the insurer by remitting the details automatically to the insurer The transaction will suspend when you receive notification from the insurer you can retrieve the transaction and resume the processing When processing a transaction that requires Referral the following message will appear BScript ES This transaction requires Manual rating Selecting es will submit this transaction to the Underwriter For approval Selecting No will abandon this transaction No Click YES to submit the transaction or NO to abandon Suspending a Transaction When processing in Sunrise some products have a Suspend function which will return you to bais and auto suspend Ibais User Manual 8 18 BA Insurance Systems Chapter 8 Sunrise Sunrise Policies Requiring Closure This report shows new business and renewal policies not yet closed It should be run as part of your regular Sunrise housekeeping The Sunrise Policies Requiring Closure report is accessed via the All Options tab at the top of the
28. ious Insurer documents the options available will vary from one Insurer product to the next To access these documents select Sunrise Print from the Select Enquiry drop down menu as shown below Client Processing PIGOUT A Harry Smith t as Pig Out Cafe Actions Select Action v Transaction Entry PO Box 123 Contact Person Mr H Smith North Sydney NSW 2060 Telephone 02 9999 0000 Retail Wholesale RETAIL Business Phone 02 9999 1000 Association TEST ASSOCIATION Mobile Phone 0400 111 222 Email FL Pfepigout com au Fax No 02 9999 2222 Executive Vernon Elderfield 165 803 86 TY Net Profit 14 001 67 Unallocated Current Balance 0 00 LY Net Profit 30 Days 60 Days 90 Days 0 00 2060 Active and Expired Policies A Click gt gt cell to view policy history Click any highlighted cell to view details 2 Ne 3 Client Orig Client O S Creditor Creditor Memo No gt Type Class Risk Description Policy Number U W St Start End Amt Amt Orig Amt OS Amt 08 02 08 08 02 09 DEIER 662430 6634 30 6459 18 6459 18 08 02 07 08 02 08 PETER 5300 37 5300 37 5149 60 5149 60 M 27 12 06 27 12 07 FRENE 981 47 981 47 810 95 810 95 20 12 06 20 12 07 0 00 0 00 0 00 0 00 11 12 06 11 12 07 0 00 0 00 0 00 0 00 17 07 06 17 07 07 AZZE 90750 00 68740 00 81675 00 81675 00 M 12 03 04 12 03 05 REEE 12225 67 0 00 12202 53 131 86 12 03 04 10 06 04 REEE 22206 74 0 00 24178 30 4283 30 w Ren INSACC Sunrise CLS SUNO27227NSW Ren INSACC Sunrise CLS SUNO27227NSW P
29. ll Options Favourites Sunrise Import Download List Policy Memo Process Type Insured Name From Date To Date fe Pod duet POLOOOO7IMP POLOOOOLSIMP POLOOOO14IMP POLOOOO13IMP POLOOOO20IMP POLOOOO1SIMP _POLOOOOSIMP POLO000181MP POLOOOOSIMP POLOOOO17IMP POLOOOOSIMP Ibais User Manual 07040113 13 Renewal A R Assign Memo New Policy Bill Bloggs 14 Bil Blogs 13 Bil Bloggs 12 Bill Bloggs 19 Bil Bloggs 18 Bil Bloggs Bil Bloggs17 Bil Bloggs Bil Bloggs 16 Bil Bloggs2 8 16 08 04 07 16 04 07 15 04 07 14 04 07 21 04 07 20 04 07 10 04 07 19 04 07 09 04 07 18 04 07 04 04 07 08 04 08 16 04 08 15 04 08 14 04 08 21 04 08 20 04 08 10 04 08 19 04 08 09 04 08 18 04 08 04 04 08 INSACC INSACC INSACC INSACC INSACC INSACC INSACC INSACC INSACC INSACC INSACC BA Insurance Systems Chapter 8 Sunrise Amending Sunrise Renewals Sunrise renewals can be amended at any time up to the expiry date of the current policy Once the expiry date has passed the renewal becomes the active version and changes can be made by Endorsement To amend a renewal AMUA the policy in the Client Processing screen and select Amend Renewal from the Transaction Entry drop down menu Client Processing Client Code PIGOuT 4 Harry Smith t as Pig Out Cafe Actions Select Action v Transaction Entry Address PO Box 123 Contact Person Mr H Smith EL ORY Phos AO Telephone 02 9999 0000 Retail Whol
30. lothing Co PO Box 1234 North Sydney NSW 2059 Input the date the cancellation takes effect in the Effective Start field and leave the Effective End date as it defaults for cancellations Effective Start 08 02 2007 Effective End 28 09 2007 La Insurer Details CGU Insurance Coinsurance Insurer Sunrise i Sunrise Status Australian Unity Sunrise Click on the button to launch the Insurer product Complete the required screens and return to bais On returning to bais you can complete the transaction as normal entering any Broker s Fee if not already entered within the Insurer product and completing the Invoice Particulars section Ibais User Manual 8 9 BA Insurance Systems Chapter 8 Sunrise Annual Premium Transaction Premium Premium 391 50 293 18 FSL 86 13 64 50 Stamp Duty 47 29 35 41 Brokers Fee Rebate DS Fee GST 5 00 Non Refunded Brokerage Non Refunded Brokerage GST Other Charges 0 00 Premium GST 0 00 Policy Fee Policy Fee GST 0 00 Client Payable 524 92 Refund Brokerage Brokerage 0 0000 0 00 21 4987 Brokerage GST 8 42 FBC 0 00 Witholding Tax 0 00 Due to Insurer 516 50 Subagent Commission 0 00 Subagent GST 0 00 Net Brokerage 0 00 Wording Clauses and Notes v Insurers Standard Wording Invoice Particulars a Statistical Code Property Disposed Of Risk Off v Busines
31. ociation TEST ASSOCIATION Mobile Phone 0400 111 222 Email FI Rfapigout com au Fax No 02 9999 2222 Executive Vernon Elderfield 165 803 86 TY Net Profit 14 001 67 Unallocated Current Balance 0 00 LY Net Profit 30 Days 60 Days 90 Days 0 00 2060 Active and Expired Policies A Click gt gt cell to view policy history Click any highlighted cell to view details Memo No gt Type Class Risk Description Policy Number U W St Start End Invoice Client Cor TANDE rs 07020016 R Ren INSACC Sunrise CLS SUNO27 227 NSW ROYAL Closed CLS or Unclosed UNC status of 07020016 Ren INSACC Sunrise CLS SUNO27 227 NSW ROYAL D RE SEES Pol AUHH Sunrise unc en see the transaction is indicated here eee Que INSTRV Sunrise To Be Advised 20 12 06 20 12 07 0 00 0 00 GET Que INSTRV Sunrise To Be Advised 11 12 06 11 12 07 DE 0 00 0 00 0607 0007 Pol ACMV WER3423 2000 TOYO CMV001040 17 07 06 17 07 07 90750 00 68740 00 81675 00 81675 00 04090001 Pol CWAP Section 1 Material Dai To Be Advised 12 03 04 12 03 05 13225 67 0 00 12202 53 131 86 04030049 Pol CWSP Section 1 Material Dai To Be Advised 12 03 04 10 06 04 28806 74 0 00 24178 30 4283 30 Transaction Summary Memo No 06120097 Actions Select Enquiry CH Transaction Entry e Transaction Entry Tran Date 27 12 06 Premium 674 50 Cancellation Class Australian Unity Householder FSL 134 90 Premium Cha ELLE Selecting Sunrise Manual Close from the Transaction Entry drop down
32. ol AUHH Sunrise CLS H 301367 Que INSTRV Sunrise To Be Advised Que INSTRV Sunrise To Be Advised Pol ACMV WER3423 2000 TOYO CMV001040 Pol CWAP Section 1 Material Dai To Be Advised x x POOP PB 04030049 Pol CwsP Section 1 Material Dai To Be Advised Transaction Summary A Memo No 07020016 R i 24 Select Enquiry CH Transaction Entry v Select Enquiry Tran Date 09 02 07 Premium Class Ins household FSL i i z 6 634 17 Co Branch 0 Division COM Underwriter GST i 109 20 Insurer ROYAL AXROYAL INSURANCE COMPANY Stamp Duty 5 fi t 10 92 Selecting Sunrise Print from the Select Enquiry drop down menu will automatically launch the Insurer product where you can select the documents to be printed Complete and when you return to the bais Screen you will be offered the opportunity to go immediately to the List of Insurer documents available to print VBScript DesignBAIS Do you wish to view the Sunrise List Documents form Select Yes to display the list as shown below Ibais User Manual 8 24 BA Insurance Systems Chapter 8 Sunrise Sunrise Documents d ate que sted E al cy mb l Client Co SR D a KEE l I or um E ands H 301341 ANTZ Antz Pantz Clothing Co Ins Sched H 301367 PIGOUT Harry Smith t as Pig Out Cafe Ins Sched Any action performed on this form may take some time to process All actions are sent to Sunrise for processing View All Documents For All Users
33. or Covert to a Quote or New Policy Sunrise Placements This function allows you to obtain a quote on selected classes on line to the insurers via Telstra eBusiness The policies created as a result of these quotes will be MANUAL policies and no further electronic transactions are enabled The Sunrise Placement function is accessed via the All Options tab at the top of the screen or via your Favourites Ibais User Manual 8 31 BA Insurance Systems Chapter 8 Sunrise Home Account Selection Change Password All Options Favourites Report Cabinets Logout Available Forms and Reports Type Select Type z Category Select Category z Sub Category Select Sub Category Favorites Type Category Sub Category Form Report Click to Run Favorites Premium Funding Portfolio Funding No Al Sunrise Batch Cancelation No Batch Close No Batch Renewals No FROM Sunrise templates No Import Download List List Documents dy On line Quoting Recovery Transactions O Sunrise templates Reports Brokerage Taken Report Creditor Detail Report Creditor Outstanding with Broking Details Debtor Outstanding with Broking Details Earned Amounts Life Non Life Income Reports Insurer Detailed Ageing by Insurer Type Invoice Summary report Key Reports Refine by Description Click on Sunrise Placements and the following screen will appear Sunrise Placements Insert Client Code or lookup and details will default in Cl
34. ory Click any highlighted cell to view details See t gt Client Orig Client O S Creditor Creditor Memo No gt Type Class Risk Description Policy Number U W St Start End Invoice Amk Amt Orig Amt OS Amt End AUHH Sunrise CLS H 901341 CGU A 18 12 06 12 12 07 0 00 0 00 0 00 0 00 MESA Que INSACC Sunrise To Be Advised ROYAL Q 11 12 06 11 12 07 SE 0 00 0 00 0 00 0 00 06100050 Pol PMV Unknown To Be Advised AIG A 01 10 06 01 10 07 2310 00 2310 00 2079 00 2079 00 06090036 End AUHH Sunrise CLS H 301217 CGU A 05 02 07 28 09 07 65 69 65 69 55 06 55 06 06090021 End COM Comm Pack Fire 006880005002 INSURETHATA 05 09 06 05 09 07 8857 21 8857 21 7423 36 7423 36 06090010 End HH Bldg DE 1 MAINST GPROOOS91 ROYAL A 01 09 06 01 09 07 11 00 11 00 0 00 0 00 06090009 Pol HH Bldg DE 1 MAIN ST To Be Advised CGU A 01 09 06 01 09 07 1287 00 1287 00 1067 00 1067 00 06080048 Pol HH Bldg AD To Be Advised MAMBA A 29 08 06 29 08 07 4823 74 4823 74 3815 59 3815 59 Transaction Summary A Memo No 06120054 Actions Select Enquiry Transaction Entry Transaction Entry Tran Date 12 12 06 Premium 0 00 Endorsement Cancellation Class Australian Unity Householder FSL 0 00 Premium Chalkc Co Branch 0 Division Underwriter GST 0 00 Commission AUHH L ustralan Unity Householder Transaction CAN Cancellation JAnnual Renewable Status Cancelled Insured Details Antz Pantz Clothing Co Antz Pantz Clothing Co Antz Pantz C
35. r 8 Sunrise Configuration Before you Start bais is a fully accredited Sunrise application and uses the functionality available in the Internet Explorer browser We have found some insurance products that do not fully comply with the browser environment and it is necessary to change a setting in your browser to ensure that all products behave in an acceptable manner To make the changes please do the following In Internet Explorer click on TOOLS then INTERNET OPTIONS You will be presented with the following form Internet Options General Security Privacy Content Connections Programs Advanced Settings e To use the slider to set privacy level instead of using Custom M settings click the Default button Custom Advanced or imported settings Pop up Blocker TT Prevent most pop up windows from appearing Block pop ups Settings Ibais User Manual 8 1 BA Insurance Systems Chapter 8 Sunrise Click on PRIVACY to bring up the following form Then complete the form as outlined below Advanced Privacy Settings ou can choose how cookies are handled in the Internet zone This overrides automatic cookie handling Cookies Override automatic cookie handling First party Cookies Third party Cookies Accept Accept Block Block Prompt Prompt Always allow session cook
36. r Broker s Fee if required if not already entered in the Insurer s product H Insu When you have confirmed all the Premium details are correct click y v A Sunrise x Item Class Brokerage State Area Description BR c 0 0000 NSW M Sunrise Base Premium 127 00 Premium Summary a Client Payable 151 34 Annual Premium Transaction Premium Premium 127 00 127 00 FSL 0 00 0 00 Stamp Duty 0 64 0 64 Brokers Fee 10 00 d Rebate Fee GST 1 00 oo Other Charges 0 00 0 00 Premium GST 12 70 12 70 Policy Fee Policy Fee GST 0 00 0 00 Client Payable 151 34 151 34 und Brokerage Brokerage 2 0000 2 54 2 0000 2 54 Brokerage GST 0 25 0 25 FBC 0 00 0 00 Witholding Tax 0 00 0 00 Due to Insurer 137 55 137 55 Subagent Commission 0 00 0 00 Subagent GST 0 00 0 00 Net Brokerage 12 54 12 54 Wording Clauses and Notes L Insurers Standard Wording FSRA Documents Ibais User Manual There are no FSRA Document Requirements for this transaction 8 6 0 00 GST Stamp Duty Total 12 70 0 64 140 34 Actions SRE vi BA Insurance Systems Chapter 8 Sunrise You are offered the option to print or email the documents using the drop down box and the Print button or preview the documents using the Preview button Print Or Preview Policy Document Document To Print Or View Action print v Lastly a memorandum number is i
37. roadform Replacement To Be Advised LLOYDS A 30 10 06 30 10 07 174625 00 0 00 136921 87 128190 6 Transaction Summary A Memo No 06120003 Actions Select Enquiry M Transaction Entry Transaction Entry Tran Date 05 12 06 Premium 816 45 Endorsement QBE Merc 152 69 Premium Charqgancellation Renewal The Policy Transaction screen below is displayed Policy Transaction Memo No 06120003 Class ME QBE Merc Transaction F cy Renewal R Renewal Type ANN Annual Renewable Status Renewal Insured Details a ANDREW MORRIS Insured OANDROOL ANDREW MORRIS Insured Name ANDREW MORRIS Business Executive Sheralyn Andrews Alternate Exec Division CON Construction Co Branch B A Insurance Systems Pty Ltd Debtor OANDROOL ANDREW MORRIS Currency AUD Currency Sum Insured AUD Policy Start 05 12 2007 Policy End 05 12 2008 End Text lat 4pm Local Time Effect he SO 05 147 Entry Date 08 02 07 Entered By ands SA Insurer Details QBE Insurance Co Coinsurance Insurer Sunrise Policy No Sunrise Status QBE Insurance Co ze 122A776051HPK Closed Sunrise Ibais User Manual 8 12 BA Insurance Systems Chapter 8 Sunrise Click on the _ Sunrise button to access the Insurer product and complete the relevant details On returning to bais you can complete the transaction as normal entering any Broker s Fe
38. s Analysis Code New Business Existing Client Renewable Brief Detail Property Disposed Of Risk Off Detail Notes Policy cancelled effective 08 02 07 as the property has been sold and cover is no longer required When all required details have been recorded you can submit the record You will be asked to confirm VBScript DesignBAIS Are you sure you want to write this record You are then offered a selection of documents to print Note these are your standard set of documents Printing the Insurer s document will be covered later in this manual Ibais User Manual 8 10 BA Insurance Systems Chapter 8 Sunrise Sunrise Lapse This function allows you to Lapse a Sunrise policy No transactions are created it will update lbais once End of Day has been run No records are sent to Sunrise Active and Expired Policies A Click gt gt cell to view policy history Click any highlighted cell to view details Client Orig Client O S Creditor Creditor Amt Amt Orig Amt 0 S Amt Memo No gt Type Class Risk Description Policy Number usw St Start End Invoice 07 12 07 07 12 08 1302 89 1302 89 1041 05 as af 07120020 Pal AUHH Sunrise UNC H 901724 AU A Pol CMY ABC123 1995 TOYOTE CMVO01078 ROYAL A 01 05 06 01 05 07 2200 00 2200 00 1980 00 1980 00 07110030 Pol SPIPI Sunrise Placements Gen To Be Advised ROYAL A 01 11 07 01 11 08 2381 50 2381 50 2381 50 2381 50 Pol SPIPI Sunrise Placements Gen To Be Advised ROYAL
39. ssued VBScript DesignBAIS WI New Memorandum Number is 07010037 Editing a Sunrise Quotation Converting a Quote to New Policy Once a quote has been entered and saved as described above you can return to it to edit it or convert to New Policy From the Client Processing screen if the quote was attached to an existing client select from the drop down menu Active and Expired Policies A Click gt gt cell to view policy history Click any highlighted cell to view details ue Client Orig Client O S Creditor Creditor Memo No gt Type Class Risk Description Policy Number U W St Start End Invoice Amt Amt Orig Amt O S Amt Que INSTRV Sunrise To Be Advised INSURER Q 01 01 07 01 01 08 DE 0 00 0 00 0 00 0 00 Transaction Summary J3 Memo No 07010037 Q Actions Select Enquiry v Transaction Entry v Transaction Entry Tran Date 10 01 07 Premium 127 00 FSL 0 00 Premium Cha bais User Manual 8 7 BA Insurance Systems Chapter 8 Sunrise lf there was no client on the original quote you can retrieve it by inputting the memo number followed by Q then click on Policy Search or inputting the Insured Name then click on Policy Search Client Processing Client Code Client Details Search Policy Details Search and Insured Name j nvoice No or Policy No or Risk Description Version Current M Policy Search You are given the option to convert the quote to New VBScript DesignBAIS Policy
40. tive End 01 01708 Entry Date 11 12 2007 Entered By chac Insurer Details a Insurance Limited Coinsurance N Insurer Sunrise Policy No Sunrise Status To Be Advised Sunrise Risk Description Insurance Limited Subagent Details Risk Betails and Premiums When you have completed the Policy Start and End Dates and any other required information and If the policy class selected Data input here is is a Sunrise class the searchable when looking usual Insurer section is up a policy replaced with the Insurer Sunrise section as shown selected the Insurer if here more than one available Click on the Sunrise button to launch Sunrise The drop down menu shows only the Insurer codes linked to the Sunrise product selected Ibais User Manual 8 4 BA Insurance Systems Chapter 8 Sunrise Sunrise browser screen will appear with the relevant Insurer product displayed similar to the example shown below The screens will vary depending on the product chosen and this manual does not cover use of or navigation within the Insurer product screens Please contact the Insurer for more information or training on any particular Insurer product eres Ge GOTCHA GTS ETES Gotcha Private Investigations SET eG is Private Bag 007 Sydney NSW 2000 ats EH 2000 Client Details Insured Details Insurer Details Intermediary Details TS CEE 01 Jan 2007 NT AS REECH 01 Jan 2008 Number of Travellers Travelling
41. will RENEW an Client Name Harry Smith t as Pig Se es Start Date 15 10 07 This will invoke a End Date 15 10 08 Process as Quote Reference SP 164 Renewal function Attachment Date 15 10 07 Memo Number Convert to a Quote or onvert to a Quote Convert to a New Polic These options may take some time to process Convert to a New Policy k Memo Number Search Insured Name Invoice Number Search allows you to locate the Memo Number Policy No BE Risk Description Type Current Memo number search Ibais User Manual 8 34 BA Insurance Systems Chapter 8 Sunrise You have three options to convert the transaction Entering a Memo Number this will process the quote as a Renewal This will take you back to the Policy Transaction screen Refer to Processing in Chapter 2 for details on how to process from this screen Click on Convert to a Quote this will take you into the Client Quotation screen Refer to Processing in Chapter 2 for details on how to process from this screen Click on Convert to a New Policy this will take you into the New Policy screen Refer to Processing in Chapter 2 for details on how to process from this screen Ibais User Manual 8 35 BA Insurance Systems

Chapter 8 - Sunrise

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