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Chapter 2 Enquiries & Processing

1. BA Insurance Systems Chapter 2 Enquiries amp Processing Policy Transaction Memo No 06020016 Class per BUSINESS Transaction PoL New Policy 4 Renewal Type ANN Annual Non adjustable Status Active Insured Details a MJ Stewart t as Mary Jane s Cafe Insured MARYO1 MJ Stewart t as Mary Jane s Cafe Insured Name M J Stewart t as Mary Jane s Cafe Business Address PO Box 123 Executive ANDS Sheri Andrews North Sydney NSW 2060 Alternate Exec Division COM Commercial Co Branch 0 BA Insurance Systems Debtor MARYOL MJ Stewart t as Mary Jane s Cafe Currency AUD Currency Sum Insured AUD Policy Start 30 11 2005 Policy End 3 11 2006 End Text At 4pm Local Time Effective Start 30 11 2005 Effective End 30 11 2006 Entry Date 23 02 2006 Entered By ands S Andrews Insurer Details Vero Insurance Subagent Details Policy Specific Details r Standard Schedule a Risk Details and Premiums Annual Section Brokerage State Area Description Base FSL Stamp Duty Total Sana to Premium NSW 6M COMMERCIAL PACKAGE 1400 00 420 00 180 18 2000 18 Premium Summar Client Payable 2 292 18 Wording Clauses and Notes Invoice Particulars Invoice No Click onthe Shaded Box for additional information General Premium Details Item Number 1 State NSW New South Wales Charges Area m Metropolitan Insurance Class A1 FIRE Risk D
2. or Risk Description Version Current M Client Search Policy Search Client Enquiries can be activated by 1 entering the Client Code and hitting TAB or 2 entering a part of the client name in the Insured Name prompt and clicking the Client Search hyperlink Note you can use both Insured Name fields to make a very specific selection 66 The Client Search allows search on parts of names by using a wildcard Smiths by entering SM MI sm mi etc Client Processing Client Code Client Details Search eg you can find all Insured Name and Insured Name Client Search Ibais User Manual 2 1 BA Insurance Systems Chapter 2 Enquiries amp Processing Policy Enquiries Policy Enquiries can be activated by 1 entering the Memo Number code and hitting the TAB key 2 entering data as outlined below i a part of the Insured Name in the Insured Name prompt this must be the beginning letters of any word in the insured name e g Peter Jones may be entered Pet and or Jon or ii the first part of an Invoice Number or iii the first part of a Policy Number or iv the first part of any word in a Risk Description e g a vehicle registration number or v a combination of i and ii above and then clicking the Policy Search hyperlink Memo No Policy Details Search Insured Name N a Invoice No or Policy No or Ri
3. End Text at 4pm Local Time Palevend Entry Date 31 08 06 Coinsurance Policy No Terms Lead Part No Cod Yes Entered By ands amp ctual Brokerage Brokerage z Insurers es oo Flat Amount Subagent Details Annual Total Share Commission Amount Comm Brokers Fee Subagent Comm GST Policy Specific Details Risk Details and Premiums E Add Risk x Item Class Premium Summary Annual Premium Premium FSL Stamp Duty Brokers Fee Brokerage State Area Description j Rebate Fee GST Non Refunded Brokerage Non Refunded Brokerage GST Other Charges Premium GST Policy Fee Policy Fee GST Client Payable Refund Brokerage Brokerage 0 0000 Brokerage GST FBC witholding Tax Due to Insurer Subagent Commission Subagent GST Net Brokerage Wording Clauses and Notes Invoice Particulars al a i Base Premium FSL Client Payable Transaction Premium 0 0000 Insurers Standard Statistical Code No Code Business Analysis Code Brief Detail Detail Notes Invoice Text FSRA Documents There are no FSRA Document Requirements for this Policy Stamp Duty Total a User ase Account BAWEB TEST Form BKTRA4NS_P10 2 Internet This form contains all of the elements to enable you to complete a new policy Ibais User Manual 2 25 BA Insurance Systems
4. AUD AUD AUD AUD Ibais User Manual 2 07 BA Insurance Systems Chapter 2 Enquiries amp Processing The next section requiring completion is the Policy Specific Details section Click on the button to open the form Policy Specific Details v The screens called for Specific Details will vary dependent on the Policy Class selected The example below is a Text Based Schedule screen Ibais User Manual 2 28 BA Insurance Systems Chapter 2 Enquiries amp Processing DesignBais Tools Policy Schedule Policy Schedule f eee Sh ee BD SITUATION BO BD FIRE SECTION BO Building Contents Stock Removal of Debris Basic Excess Malicious Damage Excess BD BUSINESS INTERRUPTION SECTION BO Gross Profit Rent Indemnity Period Excess BD LIABILITY SECTION BO Public Liability Limit Products Liability Limit Goods in Care Custody and Control Excess BD MONEY SECTION BO Blanket Cover Excess Money in Transit Money on Premises Business Hours Money on Premises Outside Business Hours Money in Safe Excess Read In Clause https fdesignbais bais com au baweb webLocal asp D Internet You can click on the Read In Clause hyperlink to add General Text clauses The clause will display in the Read in Clause box at the bottom of the screen and can then be copied and pasted to any position in the schedule The next Read In Cla
5. 0 BA Insurance Systems AUD Currency Sum Insured At 4pm Local Time 31 03 2011 Entered By ands SA Coinsurance N Actions Insurer Text Attachments 0 00 99 00 FSL 0 00 1000 00 1099 00 BA Insurance Systems Chapter 2 Enquiries amp Processing When printing documentation from bais the option to print directly to the DMS is available as below Print Or Preview Policy Document Document To Print Or View Policy Documents Documents Preview Email E Memorandum E Invoice Closing Insurer Invoice Subagent Invoice Office Copy Invoice Office Copy Memorandum Certificate Of Currency Group Like Documents Full Text Of Endorsements ee e e e e e BS Ba New Policy Letter Select New Policy Letter v Ibais User Manual 2 58 BA Insurance Systems
6. Chapter 2 Enquiries amp Processing Viewing the Associated Clients When in the Client Processing screen you can click on the Hyperlink Association as shown below to view all the associated clients Home Account Selection Change Password All Options Client Processing Client Code ANTZ A Antz Pantz Clothing Co Actions Select Action Address PO Box 12345 Contact Person Danny Boyd seein ide opens Telephone 02 9999 0000 Retail Wholesale RETAIL Business Phone 02 3299 0032 ABC Trading Group Mobile Phone 0412 333 555 Ema antz antzpantz com Post Code 2060 i Fax No 02 9999 0111 Exeqitive BLAH TY Gross 64 413 54 TY Net Profit 7 252 84 Unallocated 4100 00 Current Balance 23987 24 LY Gross LY Net Profit 30 Days 60 Days 90 Days 28087 24 Active and Expired Policies amp Click gt gt cell to view policy history Clik any highlighted cell to view details Memo No gt Type Class Risk Description Policy Number U W St Start End Invoice Pas ERE Cu r GERNE End AUHH Sunrise UNC H 301341 cGu A 18 12 06 12 12 07 0 00 0 00 0 00 0 00 Que INSACC Sunrise To Be Advised ROVAL Q 11 12 06 11 12 07 DS 0 00 0 00 0 00 0 00 Pol PMV Unknown To Be Advised AIG A 01 10 06 01 10 07 310 00 2310 00 2079 00 2079 00 _ 06090036 Pol AUHH Sunrise CLS H 901217 CGU A 28 09 06 28 09 07 572 68 57268 480 09 480 09 _ End COM Comm Pack Fire 006880005002 INSURETHATA 05 09 06 05 09 07 857 21 8857 21 7423 36 7423 36 End HH Bldg DE 1 MAIN
7. auo AUSTRALIAN DOLLARS PO Box 111 Sydney NSW 2000 Tr Postal Code 02 9999 1111 Fax 0400 111 222 abc abctoys com au Business Phone Tim First Name Tim Last Name Mr Mr Tim Toy Hi Tim Print CC Letters Yes No v Business Number A B N AFSL Code Registered For GST GST Registration No Input Tax Credit Sales Tax Exempt No Code Tax No 02 9999 2222 02 9999 3333 Within the transaction processing screen Home Policy Transaction All Options Favourites Report Cabinets Logout View Claims J OMS A Submit Print Preview D Suspend Ji Previous AOoOncCON 06050018 Memo No SHL Shiprepairers Liability ly Insured Details ANN Annual Non adjustable Renewal Type a ABC Toys Insured ABCT ABC Toys Insured Name ABC Toys Address PO Box 111 Sydney NSW 2000 Division Debtor COM ABCT Commercial ABC Toys Policy Start 01 01 2008 Policy End 01 01 2009 Effective Start Insurer Details Subagent Details Policy Specific Details Risk Details and Premiums a Add Risk Effective End v CGU v Y Shiprepairers Liability ms Ibais User Manual Nsw m Shiprepairers Liability 2 97 Business Executive Alternate Exec Co Branch Currency End Text Entry Date Transaction END Endorsement Status A Active Mary Montgomery
8. 30 Days 60 Days 2953 79 90 Days 0 00 Active and Expired Pofcies amp Click gt gt cell to view policy history Click any highlighted cell to view details Memo No gt B pe Class Risk Description Policy Number Us St Start End Invoice Client Sng Client i deat eee a Pol PBI COMMERCIAL PACKAC To Be Advised 5 30 11 05 30 11 06 2292 18 2292 18 2105 18 2105 18 Pol CMY A4BC654 2000 TOYOTS To Be Advised 10 30 11 05 30 11 06 661 61 661 61 549 41 549 41 Transaction Summary Memo No 06020016 Actions Select v Tran Date 23 02 06 Premium 1 400 00 Class BUSINESS FSL 420 00 Premium Charges 2 182 18 Co Branch 0 Division COM Underwriter GST 182 00 Commission 70 00 Insurer 5 ero Insurance Stamp Duty 180 18 Commission GST 7 00 Executive ANDS SRNeri Andrews Policy Fee 0 00 Witholding Tax FBC 0 00 Alternate Exec Other Charges 0 00 Due to Insurers 2 105 18 _ Subagent Coinurance N Premium Charges 2 182 18 Broker Gross Profit 170 00 Currency AUD Policy umber To Be Advised Brokers Fee 100 00 Subagent Comm 0 00 Business Rebate Amount 0 00 Broker Net Profit 170 00 Insured Name Brokers Fee GST 10 00 Subagent GST 0 00 M J Stewart t as Mary Jane s Cafe Client Payable 2 292 18 Client GST 192 00 Cancelled and Lapsed Policies W Clear Active andgExpired Policies amp Click gt gt cell to view policy history Memo No Type Class Risk Description Policy Number LU BB pol PBI COMMERCIAL PACKA To Be Advised 5 Pol CMV ABC6S4 2000 TOYOT4 To B
9. 3163 50 LY Gross LY Net Profit 30 Days 60 Days E Active and Expired Policies A Click gt gt cell to view policy history Click any highlighted cell to view details ne Client Orig Client O S Creditor Creditor gt Type Class Risk Description Policy Number U W St Start End Invoice res Aim Ong LOS Ant Ren WCD Domestic Workers Comp To Be Advised ROYAL R 14 11 08 14 11 09 220 00 220 00 220 00 220 00 Pol WCD Domestic Workers Comp To Be Advised ROYAL A 14 11 07 14 11 08 220 00 220 00 220 00 220 00 Pol PHH 132 Cricket Lane To Be Advised ROYAL A 14 11 07 14 11 08 1797 00 1797 00 1632 00 1632 00 07110031 H Pol PHH 132 Cricket Lane To Be Advised ceu A 14 11 07 14 11 08 926 50 926 50 816 50 816 50 Memo No highlighted in yellow indicates Suspended To retrieve Click on required Memo Policies 4 Transaction Summary A Memo No 07110031 Actions Le Select Enquiry Transaction Entry mmiitniiniiaalcbimeny Tran Date 14 11 07 Premium 500 00 Ts Renewal Class HOUSEHOLD INSURANCE FSL 165 00 Premium Charg a PEN Co Branch 0 Division Underwriter GST 66 50 Commission 0 0000 0 40 Insurer CGU CGU Insurance Stamp Duty 55 00 Commission GST 0 0 Executive EXECABC ABC Executive Policy Fee 0 00 Witholding Tax FBC 0 4 Click and the Suspended transaction will be shown in the list as S transaction type For example S Renewal or S Cancellation etc Ibais User Manual 2 34 BA Insurance Systems Chapter 2 E
10. 400 00 Actions Class BUSINESS FSL Co Branch 0 Underwriter GST Insurer 5 ANDS 420 00 182 00 Stamp Duty 1850 18 Policy Fee 0 00 Other Charges 0 00 2 182 18 100 00 Rebate Amou 0 00 Brokers Fee ST 10 00 Client Pafable Aae Premium Charges 2 182 18 70 00 Commission GST 7 00 Witholding Tax FBC 0 00 7 2 105 18 170 00 Subagent Comm 0 00 Broker Net Profit 170 00 Subagent GST 0 00 Client GST 192 00 Division Commission Vero Insurance Executive Sheri Andrews Alternate Exec Subagent Currency AUD Due to Insurers oinsurance N Premium Char Broker Gross Profit Mlicy Number To Be Advised Brokers Fee Business Insured Name MJ Stewart t as Mary Jane s Cafe Cancelled and Lapsed Policies Clear To navigate between a full list of all policies for this client and the history of one selected policy click on the column marked lt lt above Clicking on any of the navigation aids will perform the function assigned to that aid For example clicking on Balance produces the Client Full Ledger enquiry form Ibais User Manual 2 8 BA Insurance Systems Chapter 2 Enquiries amp Processing DesignBa is Debtors Open Item and History Ledgers sde PK Debtors Ledger Debtor Code MARYOL MJ Stewart t as Mary Jane s Cafe 90 0 00 60 295349 630 Unallocated Current Balance C Fwd 2953 79 Open Item Ledger Tran No Document No Type Description Entry Date Tran Date Reference Class Original Amo
11. Click gt gt cell to view policy history Memo No gt Type Class Risk Description Policy Number bee com Fire To Be Advised 06080014 Pol COM Fire To Be Advised 06080012 Pol LIA Public Products Liability To Be Advised 06070029 Pol PULSE Unknown TESTO10018 Transaction Summary a Memo No 06080016 Tran Date 14 08 06 Class Commercial Package Co Branch 0 Division COM Insurer ALLIANZ ALLIANZ AUSTRALIA INSURANCE LTD Executive ANDS Sheri Andrews Alternate Exec Subagent NETSUB Coinsurance N Currency AUD Policy Number To Be Advised Business Insured Name ANTZ PANTZ Cancelled and Lapsed Policies Clear U W Start End Invoice Select Action Transaction Entry M Transaction Entry Insurer Quotation Retail Wholesale Client Quotation Placing Slip Association Cover Note New Policy Fee Only Debit Executive ri Andrews 999 35 90 Days 0 00 Email Click any highlighted cell to view details Client Orig Client O S Creditor Creditor Amt Amt Orig Amt O S Amt ALLIANZ 08 08 06 08 08 07 2181 82 2181 82 1823 11 1823 11 08 08 06 08 08 07 17375 60 17375 60 15281 20 15281 20 CORP 11 08 06 11 08 07 999 35 999 35 67210 672 10 BB 01 07 06 01 07 07 16306 40 16306 40 16306 40 16306 40 10 SUN CHU Actions Premium 1330 00 FSL Underwriter GST Stamp Duty Policy Fee Other Charges Premium Charges Brokers Fee Rebate Amount Brokers Fee GST Client Payable 2 181 82 Select Enqu
12. Ibais User Manual 2 55 BA Insurance Systems Chapter 2 Enquiries amp Processing Accessing Document Management Systems within Ibais In the Ibais system there are various access points from which a Document Management System DMS can be accessed if you have a compatible DMS installed Clicking on any these buttons will launch the Document Management System opened to the relevant client On the main Client Processing screen Home Account Selection Change Password All Options Favourites Report Cabinets Logout Client Processing DMS Client Code ABCT ABC Toys Actions Select Action Transaction Entry Address PO Box 111 Contact Person Tim Sydney NSW 2000 Telephone 02 9999 1111 Retail Wholesale N Business Phone 02 9999 3333 Association Mobile Phone 0400 111 222 Email abc abctoys com au Fax No 02 9999 2222 Executive Mary Montgomery TY Gross 2 442 00 TY Net Profit Unallocated Current Balance 2321 00 LY Gross LY Net Profit 30 Days 60 Days 90 Days 2321 00 Post Code 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 OrigAmt O S Amt Memo No gt Type Class Risk Description Policy Number U W St Start End Invoice TENTE ns SHL Shiprepairers Liability To Be Advised ceu x 01 01 08 01 01 09 FEES _275 00 27500 23375 23375 08040012 Pol ISHL Shiprepairers Liability To Be A
13. No Policy Maintenance also allows changes to be made to Instalment Dates Go to the Invoice Particulars Section and select Instalment Dates from the drop down menu Ibais User Manual 2 39 BA Insurance Systems Chapter 2 Enquiries amp Processing Insured Insured Name jack s Machinery Business Address Executive George BEST Alternate Exec Division Co Branch 0 Auckland Branch Debtor 1 Jack s Machinery Currency NZD Currency Sum Insured Policy Start 02 01 08 Policy End 02 01 09 End Text at 4pm local time Effective Start 02 01 08 Effective End 02 01 09 Entry Date 30 04 2009 Entered By goub Proposal Date B Goudie Park Insurer Details ReInsurance Corp Coinsurance N Policy Specific Details Wording Clauses and Notes As agreed with the Insurer Invoice Particulars A Invoice No 1151024 instalments iii Instalments Brief Detail New Business Existing Client Detail Notes New Policy Invoice Text Salutation For Client FSRA Documents There are no FSRA Document Requirements for this transaction The following screen is displayed Instalment Amount 1 Ee 02 01 2008 01 04 2008 281 2 04 04 2008 02 05 2008 31 07 2008 281 3 05 08 2008 02 09 2008 01 12 2008 281 4105 12 2008 02 01 2009 02 04 2009 291 Bill Date Due Date Payable Date Posted in in in on MI Poo Pao PJ Note Instalment Dates cannot Amend dates as required and be changed on policy history Click Accept w
14. Other Charges 0 00 Policy Maintenance Subagent Coinsurance N Premium Charges 905 01 Copy Policy Currency AUD Policy Number To Be Advised Brokers Fee 50 00 Subagent Comm Business Rebate Amount 0 00 Broker Net Profit Insured Name Brokers Fee GST 5 00 Subagent GST Bob Hobbin Client Payable 960 01 Client GST Cancelled and Lapsed Policies Y Selecting Policy Maintenance takes you into the screen below for the highlighted policy Ibais User Manual 2 38 BA Insurance Systems Chapter 2 Enquiries amp Processing Policy Transaction Memo No 07060008 Class Pei BUSINESS Transaction Renewal Type ANN Annual Non adjustable Status Insured Details A Bob Hobbin Insured HOBE Bob Hobbin Insured Name Bob Hobbin Business 333 Fairy Glen Parade Executive Sheri Andrews Woodland Glade Alternate Exec Division Co Branch 0 BA Insurance Systems Debtor OBB001 Bob Hobbin Currency AUD Currency Sum Insured Policy Start 20 11 06 Policy End 20 11 07 End Text At 4pm Local Time Effective Start 20 11 06 Effective End 20 11 07 Entry Date 11 06 07 Entered By ands S Andrews Insurer Details Zurich Australian Insurance Coinsurance N Annual BE ras jee Make the required changes eg update the Policy Number Total Share 100 0000 Policy Specific Details Wording Clauses and Notes 01 Insurers Standard Policy Invoice Particulars Invoice
15. required to add an additional 50 000 to the premium for one of the scheme debtors We could equally add another member to the scheme or delete a member from the scheme Firstly call up the policy to be amended feel RE SAT E and using the Transaction drop down click on Endorsement am adding a further premium to this policy so only need to call up the Risk Section and add the Endorsement Premium amount SING TEST Test Account General Premium Details General Premium Details Te yumpeg insurance Class IRE All Risks ndorsement Premium 11 200 000 00 Das i _ 0 000 00 ZHU ULL li J Js 0 0 z e teen 60 000 00 TETE http 192 168 1 4 db webLocal asp Ibais User Manual 2 50 BA Insurance Systems Chapter 2 Enquiries amp Processing The Endorsement Premium is then shown in the Risk Details and Premiums Section SING TEST Test Account Policy Transaction Data Entry and Enquiry Policy Transaction 06080012 Class PRO JALL i END Insured Details Sceme for Green Dot ternate Exec SCHEMEGDOT SUFFEn CY Currency Sum Insureay C0 s 01 08 2006 cole id 31 07 2007 c at midnight Singapore time both dates inclusive Effect t 01 08 2006 E End 31 07 2007 try p r Insurer Details ACE INSURANCE LIMITED Coinsurance N Subagent Details Policy Specific Details Risk Details and Premiums All Risks Premium Summary y Client Payable 52 500 00 Actions Wording Clause
16. 105 18 A 30 11 05 30 11 06 RZ 661 61 661 61 549 41 549 41 Memo No gt Type Class Risk Description BB Foi PBI COMMERCIAL PACKAC To Be Advised 5 Pol CMY ABC654 2000 TOYOT4 To Be Advised 10 Policy Number U W Transaction Summary a Memo No 06020016 Tran Date Class Co Branch Insurer Executive 23 02 06 BUSINESS 0 Division 5 Vero Insurance Sheri Andrews Alternate Exec Subagent Coinsurance Premium FSL 1 400 00 420 00 Underwriter GST 182 00 Stamp Duty Policy Fee Other Charges Premium Charges 180 18 0 00 0 00 2 182 18 Commission GST Witholding Tax FBC Due to Insurers Broker Gross Profit 170 00 2 105 18 Currency AUD Policy Number To Be Advised Brokers Fee 100 00 Rebate Amount 0 00 Brokers Fee GST 10 00 2 292 18 Subagent Comm 0 00 Broker Net Profit 170 00 Subagent GST 0 00 Client GST 192 00 Business Insured Name MJ Stewart t as Mary Jane s Cafe Client Payable Cancelled and Lapsed Policies W Clear Ibais User Manual 2 11 BA Insurance Systems Chapter 2 Enquiries amp Processing Once again this form contains all of the Navigation aids that are used in bbais There are Hyperlinks Shaded Boxes Select Action v Drop Down Selection Lists and Clicking on these hyperlinks enables you to drill into all of the detail contained in the system relating to this policy transaction Policy Transaction Memo No 06020016 Clas
17. Chapter 2 Enquiries amp Processing The system will pre fill as many fields as it can from master file information it holds Any field not filled in will need to be completed The first requirement for the transaction below is to enter the policy period This may be done by entering the start date as dd mm yy or dd mm yy or by using the hyperlink from the Policy Start tag Note If the date is in the current year you can input dd mm and the system will default the year in for you You have the option at any time to preview your document to ensure all details are correct This function will produce the documentation in PDF format aan ey ae ea eats D Aces FES R T e Pau NES E i home ACCOUNT Selection Frocessing Repons Favourites z i Policy Transaction oo Memo No I NE Cle pp Business Insurance Transaction leoL New Policy Renewal Type ANN Annual Non adjustable Status Active Insured Details A Aardvark Enterprises tas Antz Pantz Insured ANTZ Aardvark Enterprises t as Antz Pantz Insured Name Robert Stapleford Business Retail Ladies Clothing Address 45 Bluegum Crescent a DesignBais Too PK Executive TRAIN2 Terry Trainee Frenchs Forest NSW 2087 Alternate Exec Division com Commercial Co Branch BA Insurance Systems Debtor ANTZ Aardvark Enterpris i 0 Currency Currency Sum Insured AUD Policy Start 28 08 2006 Polic 20 26 End Text RE Local Time Bama ban
18. Client Code Address P O Box 1235 North Sydney NSW 2059 Post Code 2060 TY Gross LY Gross 113 082 49 Change Password A Harry and Mary Smith t as Pig Out Cafe TY Net Profit LY Net Profit All Options Favourites Report Cabinets Actions Contact Person Harry Smith 02 9999 0000 02 9999 1000 0400 111 222 02 9999 2222 5700 00 125 01 Telephone Business Phone Mobile Phone Fax No Current 60 Days 9 847 99 Unallocated 30 Days Select Action Logout Transaction Entry Retail Wholesale RETAIL Association Email NA Test Association Executive 563 88 0 00 mary montgomery 4558 79 452 32 Balance 90 Days Ibais User Manual 2 18 BA Insurance Systems Chapter 2 Enquiries amp Processing Physical Address The client s physical address es can be captured here Physical Address robe Delivery Address Contact Person Sales Rep Carrier Region CE Oe E Ibais PUSS TSE AR PRI sa al NS tte tentent Customer Physical Address Customer Number IGC Harry and Mary Smith t as Pig Shipto Code Delivery Address Delivery Instructions Complete the details and then click the Submit button Contact Person TelephoneNumber Fax Telex No Sales Persbn Carrier Region Is this the kame Location as the Customers Postal Address Submit Cancel Delete Documents The do
19. Document s Li Li as es a Li Li lt E ley e is x Full Text Of Endorsements Renewal Letter Renewal Letter LM Document Header BA Insurance Systems W Clear Cancel bais User Manual 2 48 BA Insurance Systems Chapter 2 Enquiries amp Processing On Enquiries or Endorsement transactions you are able to selectively print the invoice for the required client by selecting the client from the drop down box a DesignBais Tools Print Or Preview Policy Document Print Or Preview Policy Document Document To Print Or View Policy Documents Documents AD Preview Email Direct Print Memorandum F F Invoice m Closing Insurer Invoice lt Office Copy Invoice a x o o le je lel lel Ei za E E E E Elle p Office Copy Memorandum K Full Text Of Endorsements scheme Debtor All Scheme Debtors All Scheme Debtors Renewal Letter Green Dot Capital Green Dot Internet Services Mobile Solutions and Payment Services Document Header BA Insurance Systems __Generate Clear Cancel Ibais User Manual 2 49 BA Insurance Systems Chapter 2 Enquiries amp Processing Amending Transactions Amendments to scheme debtor transactions are undertaken in the same way as all other transactions You can renew cancel endorse or adjust the transactions based on the class of the transaction An example of an Endorsement transaction is outlined below In this case we are
20. IG OL BOB test 11406 PULSE ANDS 04060018 PIGOUT HARRY AND MARY SMITH T AS PIG OL 34234 PULSE ANDS 04060019 PIGOUT HARRY AND MARY SMITH T AS PIG OL bobby test 11408 PULSE ANDS 04060020 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised 11411 PULSE ANDS 04060021 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised 11412 PULSE ANDS 04070002 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised 11430 PULSE ANDS 04070023 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised 11476 PULSE ANDS 04070026 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised 11479 PULSE ANDS Reference No Client Insured Policy No Insurer Class Exec Risk Description oan ono oo oh OO Un Qi QU An A a E a Page 1 of 6 Select Page Go to Page Refine Search Insured Invoice Number In the Refine Search Option we can enter criteria to refine the results of the Search just performed In this case we enter JANE to find all entries in the search containing the word JANE Client Policy Details Search Invoice Number 06020015 MARYOL MJSTEWART T AS MARY JANE S CAFE To Be Advised 12406 CMY ANDS ABC654 2000 TOYOTA CELICA 06020016 MARYOL MJSTEWART T AS MARY JANE S CAFE To Be Advised 12407 PBI ANDS COMMERCIAL PACKAGE Reference No Client Insured Policy No Insurer Class Exec Risk Description p Select Page Go to Page Refine Search Insured Invoice Number The results are displayed Clicking on the relevant shaded box will return the Detail
21. L New Policy Status A Active Enter the policy class and hit the Accept button The following form will be presented Note Some sections are mandatory These contain a red button on the right hand side of the section header While the button is visible there are fields still requiring completion Ibais User Manual 2 24 BA Insurance Systems Chapter 2 Enquiries amp Processing a hitps designbais bais com au DesignBais Tools Policy Transaction Data Entry and Enquiry Microsoft Internet Explorer pro File Edit View Favorites Tools Help Gow 77 a EA Tg Favorites E ce i Address https fdesignbais bais com au baweb Home Account Selection Policy Transaction Memo No Insured Details ANTZ Insured Processing Class Renewal Type a Favourites Submit PBI Business Insurance Transaction ANN nnusl Non adjustable 4ardvark Enterprises t as Antz Pantz Status 4 4ardvark Enterprises t as Antz Pantz New Policy Suspend JM Previous Active Insured Name Robert Stapleford Business Retail Ladies Clothing Frenchs Forest NSW 45 Bluegum Crescent 2087 Executive TRAIN2 Alternate Exec er Division Debtor Policy Start Insurer Details Annual Coml Commercial ANTZ Aardvark Enterprises t as Antz Pantz Co Branch Currency od Terry Trainee BA Insurance Systems Currency Sum Insured AUD
22. Phone Email Home Page url Contact Person Title Mailing Contact Salutation Print Email Statement Email Address for Statements Client Options Client Details Insured Name Short Insured Name Full Debtor Operations Division VIP Desc Associate Code Alt Executive Introduced By FSRA Details Confidential Notes ANTZ Antz Pantz Clothing Co B A Insurance Systems Pty Ltd Antz Pantz Clothing Co AntzP 5221 Clothing Retailing auo Australian Dollars PO Box 12345 North Sydney NSW 2059 NORTH SYDNEY 029999 0000 0412 333 555 Postal Code Business Number A B N AFSL Code Registered For GST GST Registration No Input Tax Credit Sales Tax Exempt Tax No ras 02 9999 0111 Business Phone 02 3299 0032 antz antzpantz com _ www antzpantz com panny Oe Mr First Name King Mr King Shell Mr Biggg Print CC Letters Last Name Shell antz antzpantz com Antz Pantz Clothing Co Antz Pantz Clothing Co ABC Trusses ABC Trading Group FSRA Client Service Tax Stamp Duty Exempt Forced Fee Exempt Commenced Clear Previous 3562 2367 2367 00111222333 M j Taxable SS 00 111 222 333 100 00 223 322 777 Retail Client M oO 19 06 2005 Clear Ibais User Manual 2 42 BA Insurance Systems
23. Policies amp Click gt gt ce iew policy histon Click any highlighted cell to view details Memo No gt Type Class Risk Description Highlight the memo number Invoice Client Orig Client O S Gratton Creditor CM gt gt FAM Risk Descriptio that you want to copy in the o FETE 6001 260 01 782 91 782 91 client s list of policies then select Copy Policy from the menu Policies 1 Transaction Summary 4 Memo No 07060008 Actions Select Enquiry Transaction Entry Transaction Entry Tran Date 11 06 07 Premium 555 00 Insurer Quotation Class BUSINESS FSL 199 80 Premium ChgrgClient Quotation Placing Slip Co Branch 0 Division COM Underwriter GST 75 48 Commission Cover Note Endorsement Cancellation Executive Sheri Andrews Policy Fee 0 00 Witholding Tax 4 F Lapse Renewal Alternate Exec Other Charges 0 00 Due to Insurefs poli Maintenance Subagent Coinsurance N Premium Charges 905 01 Broker Gross Pio RSs Xam Currency AUD Policy Number To Be Advised Brokers Fee 50 00 Subagent Com Business Rebate Amount 0 00 Broker Net Profit Insured Name Brokers Fee GST 5 00 Subagent GST Bob Hobbin Client Payable 960 01 Client GST Insurer 9 Zurich Australian Insurance Stamp Duty 74 73 Commission G Cancelled and Lapsed Policies W Clear The screen below will display and you can alter the policy class if required or Accept to continue Account Selection Change Password All Options Policy Transact
24. Processing Once the transaction is completed Click Submit and this will save the transaction The Print or Preview Policy Document screen will appear Print Or Preview Policy Document Document To Print Or View Policy Documents Documents Memorandum Invoice Closing Insurer Invoice Office Copy Invoice Office Copy Memorandum Certificate Of Currency Group Like Documents Full Text Of Endorsements A Preview Email Copies Document Header BA Insurance Systems v The documents can be produced in the following way Click on the required boxes to enable your selection Preview Email Direct DMS Print Copies This function allows you to view the final document s This function allows you to email the document s to yourself This function allows you to email the document s to the Client or Insurer the field will be greyed out if the email addresses have not been set up for the Client or Insurer This option allows you to send a pdf directly to your Document Management System if in use Please note this option will only be available when your DMS provider activates it Contact Support to have this option made available when your DMS provider has activated it This function allows you to print hard copy documeni s This function allows you to print additional copies Please note you can select one of the above options or any combination of these options Group Like Documents This fun
25. ST GPR000591 ROYAL A 01 09 06 01 09 07 11 00 11 00 0 00 0 00 Pol HH Bldg DE 1 MAINST To Be Advised CGU A 01 09 06 01 09 07 287 00 1287 00 1067 00 1067 00 Pol HH Bldg AD To Be Advised MAMBA A 29 08 06 29 08 07 823 74 4823 74 3815 59 3815 59 Transaction Summary 4 Memo No 06120054 Actions Sele t Enquiry M Transaction Entry v Associated Clients ABC Trading Group Address Executive Antz Pantz Clothing Co PO Box 12345 North Sydney NSW 2059 Sheralyn Andrews Beez Kneez Children s Wear PO Box 345 Brookvale NSW 2100 Sheralyn Andrews COOL CATZ PO BOX 3 NORTH SYDNEY NSW 2060 Sheralyn Andrews From this list of Associated Clients you can click on any Client Code to be taken directly into the Client Processing screen for that client Ibais User Manual 2 43 BA Insurance Systems Chapter 2 Enquiries amp Processing Scheme Debtors Overview The lbais system allows for the processing of a policy where individual Invoices are produced for each scheme member and for Brokers a single closing is produced for the underwriter for Insurers a single premium in advance posting is made This process is known as Scheme Debtors A Scheme Debtor is the same as all other debtors in the system It can be used on multiple classes of business and it can have different members for the scheme from year to year or during the year However the scheme debtor will never have an outstanding amount to be paid al
26. T HARRY AND MARY SMITH T AS PIG OL 5341256 HOLLARDO111388 PAI ANDS Personal Accident 04060009 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised 11390 PULSE ANDS 04060010 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised 11391 PULSE ANDS 04060012 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised 11400 PULSE ANDS 04060013 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised 11401 PULSE ANDS 04060014 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised 11402 PULSE ANDS 04060015 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised 11403 PULSE ANDS 04060016 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised 11405 PULSE ANDS 04060017 PIGOUT HARRY AND MARY SMITH T AS PIG OL BOB test 11406 PULSE ANDS 04060018 PIGOUT HARRY AND MARY SMITH T AS PIG OL 34234 PULSE ANDS 04060019 PIGOUT HARRY AND MARY SMITH T AS PIG OL bobby test 11408 PULSE ANDS 04060020 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised 11411 PULSE ANDS 04060021 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised 11412 PULSE ANDS 04070002 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised 11430 PULSE ANDS 04070023 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised 11476 PULSE ANDS 04070026 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised 11479 PULSE ANDS Reference No Client Insured Policy No Insurer Class Exec Risk Description ono oo oo oh oh A An A An An A Select Page Go to Page Refine Search Insured Invoice Number The databa
27. Y ACTION AREA ASSOC TYPE pAssoc cope ree ren om AVUSES BASIS SETL ACCPERIOD BILLTYPE L YSCOL LYSSEX LYSOWNPC LYSCODE J Development Account BA DEV Codes Table Search Code Table Description Accident Illness Cover Action Areas Associate Type Entry Association Codes Type Of Code Broking Broking Broking Broking Broking Broking Code Category Aviation Uses Basis of Settlement Benefit Periods Billing Type Entry Bloodstock Colour Code Bloodstock Gender Bloodstock Own Broking Broking Broking Broking Broking Broking Broking Bloodstock Sub Codes Broking Ibais User Manual 2 41 BA Insurance Systems Chapter 2 Enquiries amp Processing You can create any Association Codes you require to represent groups of clients shown below Codes File Maintenance Code Table BA EE TEST ag asc Ea Ea xy Codes IASSOC CODE Association Codes Descriptions TEST ASSOCIATION CODE ABC Trading Group XY Franchisees Recording Association Codes on Client File An example is Once the Association Codes are set up you can link the groups of clients by inserting the relevant Association Code in the Client File Client Maintenance Client Number Company Branch Trading Name Search Key Classification Code Postal Address Suburb Head Office Account No Telephone No Mobile
28. bagent Commission Subagent GST Net Brokerage Ibais User Manual 0 00 15 750 00 2 250 00 112 50 0 00 0 00 13 387 50 0 00 0 00 2 250 00 Client Payable 15 750 00 Transaction Premium 15 000 00 0 00 0 00 iji 0 00 750 00 0 00 15 750 00 15 0000 2 250 00 112 50 0 00 0 00 13 387 50 0 00 0 00 2 250 00 2 30 Actions Select BA Insurance Systems Chapter 2 Enquiries amp Processing The Policy Wording Clauses and Notes Section allows details to be entered pertaining to the policy If using Standard Policy Classes clauses may be entered from a library which can be maintained within the system Wording Clauses and Notes a Insurers Standard Policy Wording Short Insurers Standard i Standard Schedule Standard E Policy Wording Full Insurers Standard Wording Endorsement Clauses Clauses Std Short Description Full Details Policy Notes Underwriters Information Claims Information Confidential Notes To finalise the transaction select a Statistical Code from the dropdown list Enter Brief Details of the transaction and Detailed Notes if required Invoice Particulars a Statistical Code No Code Business Analysis Code Brief Detail Detail Notes Invoice Text Ibais User Manual 2 31 BA Insurance Systems Chapter 2 Enquiries amp
29. bais INSURANCE AIS be Chapter 2 Enquiries amp Processing Ibais User Manual BA Insurance Systems Chapter 2 Table of Contents CHAPTER 2 ENQUIRIES amp PROCESSING Se ee 2 1 CEIENTEN IRIE re E 2 1 POLC a ENGURE o E E E E E eee 2 2 CLIENT SEARCH AN EAN ER nennen 2 3 DETAILED ENQUETE nenen 2 5 POLICY SEARCH AN EXAMPLE cccccccccscccccccssssssssennececeeeeceecseeessccoassesesenseneeeeeeeeeseseeesccaasesssenseeeeeeeeeees 2 6 CREATING A NEW CLIENT RECORD sssccccececcecccceeeeeeeeesssssseeeeceeeeeeeeeeseeeeaeaasaasaseeeeeeeeeeeeesesseeeaaaaas 2 16 Gent ONIONS ec ee ee 2 17 cren Doral senri ee ee oe eee een 2 17 FO MNES 2 ANE T 2 18 CONFIDE Te NT Se tee 2 18 PY SICAL ADDIE Ses acest ere Ze 2 19 DOCUMENT laweaecceoascsscsseeseceeneeee ioevesscatgncctuneveeeeess 2 19 CLIENT DETAILS ENQUIRY AND CLIENT MAINTENANCE 00000 ceccececeeeeeeeeeeeseaaeeeeseeeeeceeeeeeeeeeeeeeeaaaaaas 2 20 POLICY PROCE Ne a 2 23 To Enter a New POUGY a nie attenante rabet eat nee nsc eibin etre le dates pede taime diese nt laniate 2 24 Suspending a Transaction 0 cc ceeeeeeecccceceeeeeeeeeeceeeeeeeeeesseceeeeeeeeeaaseeeeeeeesesaeaaeeeeeeeesssseaseeeeeeeeseaas 2 34 How to Retrieve a Suspended Transaction 2 34 COPY Oley FU COs ES nee ee essence entente Aai 2 36 Policy MaiMtenange einer Re RE I 2 38 ASSOCIATED CLIENT O ee sacar E nee se Ge sde ee ee tee ie nee ie 2 41 Association OO SS cena caen een etes taue
30. bais User Manual 2 3 BA Insurance Systems Chapter 2 Enquiries amp Processing If there are several pages returned by the search we can refine our search by entering additional information in the Refine Search fields and clicking on the button We can alternatively Page through the Search results by clicking on the Next and Previous buttons or we can Select a Page Number and navigate to that page by clicking on the Go to Page button We can select a Client by clicking in the lient Selection Client No Insured Name OHNO eoffrey and Mary Johnson MARYOL J Stewart t as Mary Jane s Cafe ISS MARY JAMES T AS PRETTY FLOWERS select Page D Refine Search Insured Name Executive Home Business Phone Selecting the shaded box _ in the Search form takes us to the detailed enquiry form Executive ANDS ANDS ANDS shaded box on the form Client Name Geoffrey and Mary Johnson MJ Stewart tas Mary Jane s Cafe MISS MARY JAMES T AS PRETTY FLOWERS Address Line 1 123 PRINCES HWY Ibais User Manual 2 4 BA Insurance Systems Chapter 2 Enquiries amp Processing Detailed Enquiry Form This form contains all of the Navigation aids that are used in ais There are Hyperlinks Shaded Boxes any a Ee pel v Select Action Drop Down Selection Lists and Previous a Buttons The search returns all of the policies for the selected client Client Processing Debto
31. ce Tax E Associate Code Stamp Duty Exempt F Executive Forced Fee Exempt a Alt Executive Commenced 13 04 2010 Introduced By Proposal Form Receipt Subagent ASIC Type ASIC Type FSRA Details Not_Applcable ASIC type relates to the APRA Atypical Custom reporting requirements Confidential Notes Foreign HVI bais User Manual 2 17 BA Insurance Systems Chapter 2 Enquiries amp Processing FSRA Details FSRA Details Authorised Representative Contact Preference Preferred Contact Method Phone Comments Opt Out Date Method Seal Send print FSG By Date Sent None Address EAE Sent Comp FSG Any contact allowed It is possible to manually generate an FSG document from this screen if required r ag Opt Out odes Cod v No Items Description Auth FSG Method Letter Address Auto Print Confidential Notes This section allows you to capture information about this client for internal use These notes do not print out on client documentation Itis a free text field in which you can record anything There is also a field to record the date of your last visit to this client Confidential Notes N Date of last Client Visit If confidential notes have been entered there will be a note icon visible on the Client Processing screen to indicate that there is a note related to this client Account Selection Client Processina
32. count Potic y Transaction Data Entry and Enquiry Microsoft Internet Explorer provided by BAIS Fie Edt View Favorites Tools Help i TE CD sack ja a J Search De rares G x al Q O isl L o 2 3 NPE 2 fcl russ A h tp f192 168 1 4 Heme coe set rosessins Fapurts Favoureas Policy Transaction Submit E Print Preview JE Suspend Ji Previous J 06000012 E lasog p 02 08 2007 01 08 2007 W ACE INSURANCE LIMITED Subagent Details v Policy Specific Details v Risk Details and Premiums v All Risks Premium Summary v Client Payable 1 260 000 00 Wording Clauses and Notes 1 Insurers Standard Invoice Particulars v When the data entry is completed the Premium Summary form will represent the total policy amount The scheme is activated by the Actions drop down box Select Scheme Debtors 2 SING TEST Test Account Polic y Transaction Data Entry and Enquiry Microsoft Internet Explorer provided by BAIS File Edt Yew Favortes Tools Help O O HBO Pao trom S S BS Adoss D etpyyisz 168 1 47eb La Account Selector Subagent Details Policy Specific Details Risk Details and Premiums All Risks Client Payable 1 260 000 00 Wording Clauses and Notes Invoice Particulars Ibais User Manual 2 46 BA Insurance Systems Chapter 2 Enquiries amp Processing The following form is displayed Simply enter each member of the scheme in t
33. ction allows you to group all related documents together into one pdf when previewing and or emailing This enables you to group all the client documents such as Memorandum Invoice Certificate of Currency SOA etc into one pdf to make it easier for your clients All insurer documents will also be grouped into one pdf if this option is ticked Ibais User Manual 2 32 BA Insurance Systems Chapter 2 Enquiries amp Processing Clear This function allows you to clear the defaults and enables you to make a change to the selection criteria Once you have made your selection Click on Generate This function will generate the documents you have selected Or Cancel This function will take you out of the document screen and put you back into the Client Processing screen only use this function if you do not require any documentation to be produced lf any Previews are selected the following screen is presented DesignBais Tools Preview Documents Document Preview Click a document cell to view the document Status Memorandum and Schedule Waiting Invoice Waiting https designbais bais com au baweb webLocal asp Internet The Waiting flag will turn to Ready when the preview is available 4 DesignBais Tools Preview Documents Document Preview Click a document cell to view the document Status Memorandum and Schedule Ready Invoice Ready https idesignbai
34. ctive Business Address PO Box 123 North Sydney NSW 2060 Executive Alternate Exec Division COM Commercial Debtor MARYOL Policy Start 30 11 2005 Policy End Effective Start Insurer Details Subagent Details Policy Specific Details 30 11 2005 Effective End Risk Details and Premiums Premium Summary Annual Premium Premium FSL Stamp Duty Brokers Fee 1 400 00 420 00 180 18 100 00 Rebate Fee GST Policy Fee Other Charges Premium GST Client Payable Brokerage Brokerage GST Non Refunded Brokerage FBC Witholding Tax Due To Insurers Subagent Commission Subagent GST Net Brokerage 5 0000 10 00 0 00 182 00 2 292 18 70 00 7 00 0 00 0 00 2 105 18 0 00 0 00 170 00 Wording Clauses and Notes Invoice Particulars Policy Transaction Memo No Insured Details Renewal Type Insured MARYOL Class M J Stewart t as Mary Jane s Cafe 30 11 2006 30 11 2006 Vero Insurance Standard Schedule Client Payable Co Branch fi Currency AUD Sheri Andrews BA Insurance Systems Currency Sum Insured End Text t 4pm Local Time Entry Date 23 02 2006 2 292 18 Transaction Premium 1 400 00 420 00 180 18 100 00 Inv
35. cuments section of the Client Record allows you to set up email addresses for invoice and schedule documents to be sent directly to the client Emails will go to the default email address unless the policy class is listed and an alternative email address is provided Default Document Email Address Default Document BCC Address BA Policy Class Description Email Address BCC Address gt x I Ibais User Manual 2 19 BA Insurance Systems Chapter 2 Enquiries amp Processing Client Details Enquiry and Client Maintenance The Client Details Enquiry function gives viewing option only to Client Maintenance The Client Maintenance function can be used to update any details on the client record Client Details Enquiry and Client Maintenance are accessed from the Actions drop down menu as shown here Client Processing Client Code WOOD amp Geppetto and Pinoccio Wood Actions Address 12 Jones Road Contact Person Geppetto Wood Client Details Enquiry Sydney Telephone 9996669 Client Maintenance Task Management Business Phone 9809090 Claims Mobile Phone 0418453099 Portfolio Funding sod hotmail com au Post Code Fax No 9990098 Executive Tammy Trainee TY Gross 42 347 90 TY Net Profit 6 333 60 Unallocated 0 00 Current 0 00 Balance 13695 22 LY Gross LY Net Profit 30 Days 0 00 60 Days 0 00 90 Days 13695 22 Active and Expired Policies A Click gt gt cell to view policy history Click any highlighted cel
36. d s Test and insurer number added in the Link to above Client Code PIGOUT MEMORANDUM NUMBER 06010003 R POLICY CLASS DESCRIPTION Puise INSURER CGU Insurance POLICY NUMBER AD POLICY START 12 JAN 2008 POLICY EXPIRY 12 JAN 2009 Please following our test field letter Sheri Andrews Client Services 02 9934 1826 supportGbais com au Once details are complete Click Submit and the document is saved BScript x i The new Letter ID is 405 Task 247 created for user ANDS The letter may be retrieved for viewing at any time Please Note You may preview print or email which will be in a PDF version the letter Ibais User Manual 2 53 BA Insurance Systems Chapter 2 Enquiries amp Processing Batch Printing of Documents There is a function available in the system which allows batch printing of documents such as Insurer Closings Batch printing can be set up as part of the End of Month process contact Support if you require this Alternately you can select to run a Batch Print at any time of the month that suits your requirements To do so it is accessed via All Options Password All Options Favourites Report Cabinets FGOry Select Category Sub Category Select Sub Category Category Sub Category Form Report Click to Run Maintenance Rating Table Maintenance Users and Security Web Admin Maintenance Maintain Breed List Reinsurance Treaty Maintenanc
37. dvised CGU IX 01 01 08 01 01 09 PELER 1221 00 0 0N 1034 00 0 00 Policies 2 Transaction Summary 4 Memo No 08050018 Actions Select Enquiry Transaction Entry Tran Date 08 10 08 BPAY Reference No 0037999 Premium 250 00 Premium Charges 275 00 Class Shiprepairers Liability FSL 0 00 Commission 15 0000 37 50 Co Branch 0 Division COM Claim Notified No Underwriter GST 25 00 Commission GST 3 75 Insurer CGU CGU Stamp Duty 0 00 Witholding Tax FBC 0 00 Executive ANDS Mary Montgomery Policy Fee 0 00 Due to Insurers 233 75 Alternate Exec Other Charges 0 00 Broker Gross Profit 37 50 Subagent Coinsurance N Premium Charges 275 00 Subagent Comm 0 00 Currency AUD Policy Number To Be Advised Brokers Fees 0 00 Broker Net Profit 37 50 Business Rebate Amount 0 00 Subagent GST 0 00 Insured Name Brokers Fee GST 0 00 Client GST 25 00 ABC Toys client Payable 275 00 Debtor Payable 275 00 Cancelled and Lapsed Policies W On the Client Maintenance Screen Ibais User Manual 2 56 BA Insurance Systems Le Client Maintenance Client Number Companv Branch Trading Name Search Key Classification Code Currency Postal Address Suburb Head Office Account No Telephone No Mobile Phone Email Home Page url Contact Person Title Mailing Contact Salutation Print Email Statement Email Address for Statements Chapter 2 Enquiries amp Processing ABC Toys BA Insurance Systems Unclassified
38. e Reinsurance Treaty Maintenance Treaty Risk Class Maintenance Insurers SVU Assignment Client Enquiry and Po icy Processing The screen below is displayed Ibais User Manual 2 54 BA Insurance Systems Chapter 2 Enquiries amp Processing Batch Print Policy Documents Document To Print Or View Pol olicy Documents Documents Print Copies Memorandum a Lapse F Click to select which documents to print and Invoice then select the number of Closing wy copies required to print Insurer Invoice IFJ ie HP Subagent Invoice Office Copy Invoice Office Copy Memorandum Selecting Unprinted Only will print only those documents that are not already shown as printed m 0 in Document History SOA Document FSG Document Certificate Of Currency Common Output Criteria Document Header BA Insurance Systems Ad Hoc Selection Criteria Unprinted Onl Fi Calar ET DOCILE 15 04 2010 15 04 2010 Division No Code v Underwriter Select Print Batch EOM Selection Criteria Process has not been configured to run as part of EGM If required select the Division and or Underwriter to include only the documents for that Division and or Underwriter Leave blank to include all Input either the Financial Year and Month or a date range to be included Once selection criteria is completed click the Print button to generate the prints
39. e Advised 10 Transaction Summary amp Memo No 06020016 Tran Date 23 02 06 Class BUSINESS Co Branch D Division Insurer 5 vero Insurance Executive ANDS Sheri Andrews Alternate Exec Subagent Coinsurance N Currency AUD Policy Number To Be Advised Business Insured Name MJ Stewart t as Mary Jane s Cafe Cancelled and Lapsed Policies Clear Ibais User Manual 2 10 BA Insurance Systems Chapter 2 Enquiries amp Processing Selecting the Policy Transaction Details option from the Drop Down list allows you to view the full details of the selected policy transaction Client Processing Debtors Full Ledger Change Account Change Password Logout Client Processing Select v Client Code MARY amp MJStewartt as Mary Jane s Cafe Actions Address PO Box 123 North Sydney NSW 2060 Contact Details Mary Jane Stewart Telephone 02 9999 0000 Retail Wholesale Business Phone Association Mobile Phone 0400 000 000 Email Fax No 02 9999 0011 Current 60 Days maryjane email com Post Code r Esecutiva ARAMA Lt TY Gross LY Gross Ty Net Profit LY Net Profit 2 953 79 Unallocated 30 Days Balance 2953 79 2953 79 90 Days 0 00 Active and Expired Policies amp Click gt gt cell to view policy history Click any highlighted cell to view details Client Orig Client O S Creditor Creditor Serie PIE E Amt Amt Orig Amt O S Amt A 30 11 05 30 11 06 ZEA 2292 18 2292 18 2105 18 2
40. e CN 2 50 EE Entry Date Entered By ands Today Insurer Details Coinsurance Annual https designbais Internet S Insurer Policy No Terms Lead Part Actual Brokerage Brokerage Wtax Insurers he Flat Amount No Cod Yes Total Share Subagent Details Annual ag Comm Commission Subagent Subagent PROS Brokers Fee Amount GST EES This system will automatically complete the end date Ibais User Manual 2 26 BA Insurance Systems Chapter 2 Enquiries amp Processing For Underwriting Agencies and Insurance Brokers The next requirement is to enter the insurer s Simply click on the hyperlink on the Insurer tag A DesignBais Tools Policy Insurer Policy Insurer Creditor Name Address ALLIANZ Allianz Insurance PO Box 123 Sydney NSW 2000 CGU Insurance PO Box 123 Sydney NSW 2000 GLOBAL Global Underwriting Services PO Box 123 Sydney NSW 2000 Lloyds of London One Lime Street London ECSM HA United Kingdom NRMA NRMA Insurance Ltd PO Box 123 Sydney NSW 2000 QBE Mercantile Mutual PO Box 123 Sydney NSW 2000 Royal Sun Alliance PO Box 123 Sydney NSW 2000 SGIO Insurance P O Box 123 Sudneu NSW 200 Select Page Go to Page Refine Search Name lt https designbais bais com au baweb webLocal asp D Internet A list of insurers is presented The Refine Search option is available to allow easy searching Co Br Currency o 0 o
41. ed Enquiry form Ibais User Manual 2 7 BA Insurance Systems Chapter 2 Enquiries amp Processing This form contains all of the Navigation aids that are used in ais There are Hyperlinks Shaded Boxes ay Select Action Drop Down Selection Lists and Previous E m een Buttons The search returns the selected policy and all of its versions Client Processing _ Change Password Logout Client Processing Full Ledger Change Account Client Code MAR YO amp MJ Stewart t as Mary Jane s Cafe Actions Select vi Address PO Box 123 North Sydney NSW 2060 Contact Details Mary Jane Stewart Telephone 02 9999 0000 Retail Wholesale Business Phone Association Mobile Phone 0400 000 000 Email 02 9999 0011 Current 60 Days maryjane email com Post Code Fax No Executive Sheri Andrews TY Gross LY Gross TY Net Profit LY Net Profit 2 953 79 Unallocated 30 Days Balance 2953 79 2953 79 Days 0 00 Active and Expired Policies A Click gt gt cell to view policy history Click any higMfighted cell to view details Client O S Creditor Creditor Amt Orig Amt O S Amt 2292 18 2105 18 2105 18 Memo No lt Type Class Risk Description Policy Number U W St Start End Invoice Client 06020016 COMMERCIAL PACKAC To Be Advised 5 Elec per Transaction Summark A Memo No Tran Date 23 02 06 06020016 Premium A 30 11 05 30 11 06 ZO 22f2 18
42. emiums a Risk Description Add Risk x Item Class Brokerage State Area Description Base Premium FSL GST Stamp Duty Total BME c NSW M Risk Description 555 00 199 80 74 73 905 01 Premium Summary a Client Payable i Instalments Annual Premium Transaction Premium Premium 555 00 FSL 199 80 Stamp Duty 74 73 Brokers Fee 50 00 Rebate Fee GST oo om Non Other Charges 0 00 Premium GST 75 48 Policy Fee Policy Fee GST 0 00 Client Payable 960 01 kerage Brokerage 20 0000 111 00 20 0000 Brokerage GST 11 10 FBC 0 00 Witholding Tax 0 00 Due to Insurer 782 91 Subagent Commission 0 00 Subagent GST 0 00 Net Brokerage 161 00 Wording Clauses and Notes v 01 Insurers Standard Policy Invoice Particulars a Statistical Code No Code v Business Analysis Code New Business Existing Client Renewable Brief Detail Detail Notes Invoice Text FSRA Documents Premium Funding Premium Funder Note If you were copying the policy to correct an error in the original remember to cancel the original so that you do not have a duplicated policy on your system Ibais User Manual 2 37 BA Insurance Systems Chapter 2 Enquiries amp Processing Policy Maintenance The Policy Maintenance function can be used to update the Insurer Policy Number as well as make other internal changes to the policy rec
43. escription COMMERCIAL PACKAGE Annual Premium Base Premium 1 400 00 Adjustment Total Premium 1 400 00 Fire Levy Amt 420 00 Stamp Duty 180 18 Total 2 000 18 Ibais User Manual 2 15 BA Insurance Systems Chapter 2 Enquiries amp Processing Creating a New Client Record To create a new client record on the system you will need to access the Add New Client function from the Client Processing screen Home Account Selection Change Password All Options Favourites Report Cabinets Logout 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 New Client Actions Add New Client Insurer Quotation he Client Quotation Placing Slip The Client Maintenance screen is displayed as shown below Click on the New Client hyperlink to create a new client code Client Maintenance MB Ibais Pulse Test Build New Customer Number Client Number New Client Pild New Customer Number Company Branch Company Branch 0 BA INSURANCE SYSTEMS Trading Name Name Search Key Baluga Beach Wea Classification Code Sequence No 001 This screen allows Currency Customer Number OBALUOO1 the system to build a Postal Address r new Client Code Suburb Postal Code Head Office Account No Telephone No Fax Mobile Phone Busi
44. he Debtor s column and fill out the required fields As many debtors as required can be entered The Scheme Debtor Totals must equal the Premium Summary Totals When all scheme debtors have been entered Accept the form SINGES TE Test Account Scheme dG DIONE rc cesses ans ccc sspns sitpunu cio up nb ne e ns Ni Sp S Ei SiN NL SETI U ILS ENO DIE G0 w Ea TI We ED Sie a USE Te eT SERS EE Scheme Debtors f a F b id Payable Premium SE UW GST Charges Pol Fee Bk Fee Rebate Fee Gst Gst mE 16002018 GREEN DOT INTERNET S 400 000 00 380 952 38 0 00 0 00 19 047 62 0 00 0 00 0 00 O00 900 0 00 AE imoo201Q MOBILE SOLUTIONS ANI 200 000 00 190 476 19 0 00 0 00 9 523 81 0 00 0 00 0 00 O00 0 00 0 00 JE 10002010 os PrE Lo 10000000 9523610 000 000 476190 020 000 66 000 000 0 00 Note the Payable amount entered is inclusive of GST bais User Manual 2 47 BA Insurance Systems Chapter 2 Enquiries amp Processing Select Print to print the documents OR Preview to preview the documents On New Policy and Renewal transactions all invoices automatically print hy DesignBais Tools Print Or Preview Policy Document 000 0ceeecnceeeeneeceenecensnnereenneneenes Print Or Preview Policy Document Document To Print Or View Policy Documents Documents AD Preview Email Direct Print Memorandum F C Invoice x Closing x Insurer Invoice Office Copy Invoice k Office Copy Memorandum x FSG
45. hen completed versions or cancelled policies Once the amendments have been made you can Submit to save your changes Ibais User Manual 2 40 BA Insurance Systems Chapter 2 Enquiries amp Processing Associated Clients Association Codes bais allows linking of clients by Association codes A group of clients with the same Association Codes can be viewed from any one of the Client s records at the touch of a button Setting up Association Codes Association Codes are maintained from the Insurance Administration option under Insurance Codes Click on Insurance Codes DesignBais Editor DesignBais Help Change Password Account Selection Run a Form Logout Favorites Insurance Administradon Insurance Administration CA FSRA Details C5 Documents CA Policy Setup CA Statutory Charges CA Marine Details O Codes File Insurance Administration CA FSRA Details E Documents CA Policy Setup Statutory Charges E Marine Details CA Rating Details P Codes File a System Codes a Executive a Global User P Actual Insurers Breeder Maintenance General Letter Template P System Parameters P System Wide Parameters Trust Bank Account Insurance Administration allows for the maintenance of all of the Master Files and Codes Files that will affect Insurance Functions DesignBais Editor DesignBais Help Codes File Maintenance Table Type Equ Code Table BE Reference File ACCILLCO
46. ig Amt O S Amit com Fire To Be Advised ALLIANZ 08 08 06 08 08 07 ben 2181 82 2181 82 1823 11 1823 11 com Fire To Be Advised 10 08 08 06 08 08 07 be 17375 60 17375 60 15281 20 15281 20 LIA Public Products Liability To Be Advised SUNCORP 11 08 06 11 08 07 Bg 999 35 999 35 672 10 672 10 PULSE Unknown TESTO10018 CHUBB amp 01 07 06 01 07 07 JERE 16306 40 16306 40 16306 40 16306 40 Transaction Summary 4 Memo No 06080014 Actions Select Enquiry x Transaction Entry Transaction Entry Tran Date 14 08 06 Premium 11200 00 Insurer Quotation Class Commercial Package FSL 3 600 00 Premium Chag Co Branch 0 Division COM Underwriter GST 1 480 00 Commission Insurer 10 QBE Mercantile Mutual Stamp Duty 1465 20 Commission GY Endorsement Cancellation Executive ANDS Sheri Andrews Policy Fee 0 00 Witholding Tax Lapse Alternate Exec Other Charges 0 00 Due to Insure Subagent NETSUB Coinsurance N Premium Charges 17 745 20 Broker Gross Pi Currency AUD Policy Number To Be Advised Brokers Fee 0 00 Subagent Comm Business Rebate mount 0 00 Broker Net Profit 1 904 00 Insured Name Brokers Fee GST 0 00 Subagent GST 33 60 ANTZ PANTZ Client Payable 17 375 60 Client GST 1 480 00 Cancelled and Lapsed Policies W To Enter a New Policy Click on New Policy in the dropdown The following form will be presented Home Account Selection Processing Favourites Policy Transaction Class PBI Business Insurance Transaction PO
47. ing screen will appear Insert or Look up existing Letter Broking Letters Letter Id NEW New Letter Click if New Letter From Attention Harry Smith lt Complete fields with relevant data Dear Subject Fields Test Insert or Look up By completing this Date 19 12 07 section the Base letter will default in the Link to Memo 06010003 R client details Allow Purge E Link to Client PIGOUT Owner ANDS Link To Insurer 1 gu insurance Print Document Iv Copies Original Only Person whose name Email iA Email To support bais com au will print on letter Preview M Document Header Ba Insurance Systems Base Letter Merge Fields Codes List V2 Next Action Date n Date Finalised 19 12 07 Click to Select a letter this can be an existing General Works with TASK MANAGEMENT By default it creates a closed task for recording purposes only You can however alter these fields and create an open task to generate a reminder Letter or a newly created letter Ibais User Manual 2 52 BA Insurance Systems Chapter 2 Enquiries amp Processing ext of Letter Bi 7U 19 DEC 2007 arry Smith irry Smith tfas Pig Out Cafe gt 0O Box 12345 orth Sydney NSW 2060 Please Note Dear Harry In this example the data that is bolded italic and underlined has defaulted in from a BASE Letter which has extracted the information from the memo client iel
48. ion Memo No 07060008 Class Een _ BUSINESS Transaction POL New Policy Renewal Type ANN Annual Non adjustable Status A Active When you click on Accept on the above screen you are taken into the Policy Processing screen and it is pre filled with the details from the memo number you are copying as shown below You can now make any changes required and then when you Submit a new memo number will be issued Ibais User Manual 2 36 BA Insurance Systems Chapter 2 Enquiries amp Processing Account Selection Change Password All Options Favourites BUSINESS Transaction New Policy A Active Renewal Type ANN Annual Non adjustable Status Insured Details Bob Hobbin Insured HOBB001 Bob Hobbin Insured Name Bob Hobbin Business 333 Fairy Glen Parade Executive Sheri Andrews Woodland Glade ae Alternate Exec Commercial Co Branch 0 BA Insurance Systems HOBB001 Bob Hobbin Currency AUD Currency Sum Insured 20 11 2006 Policy End 20 11 2007 End Text At 4pm Local Time t 20 11 2006 ffective End 20 11 2007 Entry Date 11 06 07 Entered By ands S Andrews Insurer Details Zurich Australian Insurance Coinsurance N Annual Actual Brokerage Brokerage Policy No Terms Lead Part ane nue Wtax To Be Advised 90 days Yes 100 0000 NE 20 0000 0 00 Total Share 100 0000 Subagent Details Yy Policy Specific Details v Risk Details and Pr
49. iry v Transaction Entry v Premium Charges apn a ey ga Commission 266 00 Commission GST 26 60 Witholding Tax FBC 0 00 Due to Insurers SZ 1L Broker Gross Profit 366 00 Subagent Comm 39 90 Broker Net Profit 326 10 Subagent GST 3 99 Client GST 166 20 Ibais User Manual 2 23 BA Insurance Systems Chapter 2 Enquiries amp Processing 3 Where the transaction is an amendment or renewal for an existing policy for an existing client Call up the client record and highlight the policy that needs to be updated Use the Transaction Entry dropdown in the middle of the form This dropdown will only allow actions that are appropriate for the selected policy Home Account Selection Processing Favourites EL 55005 SS SSS SS EE E SSS LLL Ll Client Processing Client Code AN A ANTZ PANTZ Actions E Select Action Transaction Entry Address Contact Person Telephone Retail Wholesale Business Phone Association Mobile Phone Email Post Code s Fax No Executive Sheri Andrews TY Gross 36 863 17 TY Net Profit 2 527 60 Unallocated Current 999 35 Balance 17305 75 LY Gross LY Net Profit 30 Days 16306 40 60 Days 90 Days 0 00 Active and Expired Policies amp Click gt cell to view policy history Click any highlighted cell to view details ae 5 Client Orig Client O S Creditor Creditor Memo No gt Type Class Risk Description Policy Number U W St Start End Invoice RE Amt Or
50. l amounts to be collected relate to the members of the scheme This section describes the process for entering a Scheme Debtor policy Ibais User Manual 2 44 BA Insurance Systems Chapter 2 Enquiries amp Processing Establishing the Scheme Debtor The scheme debtor s system relies on the establishment of a master debtor to control the scheme The debtor s name MUST begin with the word SCHEME In the example below the debtor is named SCHEMEGDOT The debtor is established the same way as all other clients Insurance gt Client Processing gt Client Maintenance DO NOT USE the New Client hyperlink just enter the client code as SCHEME Enter the Trading Name and include the word SCHEME This enables all schemes to be looked up using the word SCHEME in the search criteria Ensure the same code e g SCHEME is entered in the Debtor field SING TEST Test Account Customer Maintenance leg A Client Maintenance wo 0 F m m a Q 1O 1 1 7 D m m l e 4 O rs pert ml os i x T i x i l Client Options Client Details SCHEMEGDOT Sceme for Green Dot rers o pers _ 14 08 2006 Ibais User Manual 2 45 BA Insurance Systems Chapter 2 Enquiries amp Processing Creating the Transaction The transaction is entered as a normal insurance transaction F SING TEST Test Ac
51. l to view details Client Orig Client O S Creditor Creditor Memo No gt Type Class Risk Description Policy Number U W St Start End Invoice Ar Amt Orig mt O S Amt GURE ren peri Blues Road Sydney To Be Advised ROYAL X 15 10 05 15 10 06 2993 60 1993 60 2525 44 2525 44 Selecting Client Details Enquiry or Client Maintenance takes you into the screen below Please Note Client Details Enquiry will show all the details but they will be greyed out so you are unable to change Should you need to change any details on the client record go into Client Maintenance Update the record and Click Submit Ibais User Manual 2 20 BA Insurance Systems Chapter 2 Enquiries amp Processing In the following example we have changed the address Client Maintenance Client Number Company Branch Trading Name Search Key Classification Code Currency Postal Address Suburb Head Office Account No Telephone No Mobile Phone Email Home Page furl Contact Person Title Mailing Contact Salutation PrintfEmail Statement Email Address for Statements Email Address for Documents Client Options Client Details Insured Name Short Insured Name Full Debtor Operations Division VIP Desc Consolidated Ta Associate Code Executive Alt Executive Introduced By FSRA Details Confidential Notes Physical Address woop Geppetto and Pinoccio Wood fo BA Insurance Systems Gep
52. licies 56 The transaction is now complete so you may exit out Ibais User Manual 2 22 BA Insurance Systems Chapter 2 Enquiries amp Processing Policy Processing All policy processing is driven from the Client processing form The various options are outlined below 1 Where the transaction is for a prospective client i e the client master record has not been established in the system To complete a quotation to insurer client quotation or placing slip select the New Client Actions dropdown Note To complete a new policy the client master record must be established this can also be completed from this dropdown Client Processing Client Code Client Details Search Insured Name and Insured Name Client Search New Client Actions Insurer Quotation Client Quotation Placing Slip Memo No Policy Details Search Insured Name T Invoice No or Policy No or Risk Description Version Current M Policy Search 2 Where the transaction is new business for an existing client Call up the client record and use the Transaction Entry dropdown at the top of the form Client Processing Client Code A9 ANTZ PANTZ Address Post Code TY Gross 36 863 17 TY Net Profit 2 527 60 LY Gross LY Net Profit Actions Contact Person Telephone Business Phone Mobile Phone Fax No Unallocated Current 30 Days 16306 40 60 Days Active and Expired Policies A
53. ness Phone Email Home Page url Complete the client Contact Person contact details here Title First Name Last Name Mailing Contact Salutation Print Email Statement Yes Print CC Letters Email Address for Statements Client Options Client Details You can expand these sections by FSRA Details next to each one clicking on the They are each shown expanded Physical Address below Confidential Notes Documents Ibais User Manual 2 16 BA Insurance Systems Chapter 2 Enquiries amp Processing Client Options Client Options Parent Company M MES Parent Groups Description Parent Group F Parent Company Parent Group BA mailing List Description BA Group Code Cost Code SubGroup gt x BE Terms Code No Code Selected Id Card No Debtor Group Race Sex Not Applicable Retain Witholding F Overseas F Tax Date of Birth sr reine This section is usually collapsed by default and need not be opened unless you use any of these options Customer Has Granted Permission According To The Privacy Act i Bank State Branch No Account No to be Credited Title of A C to be Credited ManagedCustomerID Client Details Client Details RE ns RE Some fields in this section lee Keon are compulsory and must be completed such as Executive Debtor Operations Division VIP Desc FSRA Client Non FSRA Client Consolidated To Servi
54. nquiries amp Processing Please Note If you have retrieved a Suspended transaction and then Click the Previous button without Clicking Suspend first the following message will appear BScript xi There is a supended version of this policy Do you want to keep this suspended version Yes will KEEP the suspended version and No will DELETE it Yes will store the original Suspended transaction without any changes No will delete the Suspended transaction Hitting Suspend on a previously Suspended transaction overwrites the previously Suspended version with any changes made When a transaction has been Suspended no other processing may be carried out until the Suspended transaction has been actioned Ibais User Manual 2 35 BA Insurance Systems Chapter 2 Enquiries amp Processing Copy Policy Function The ability to copy a policy is accessed from the Transaction Entry drop down menu as shown below Home Account Selection Change Password All Options Client Processing Client Code HOBB001 amp Bob Hobbin Actions Select Action Transaction Entry M Address 333 Fairy Glen Parade Contact Person Telephone Retail Wholesale N Business Phone Association Woodland Glade Mobile Phone Email Post Code Fax No Executive Sheri Andrews TY Gross 960 01 TY Net Profit Unallocated Current 0 00 Balance 960 01 LY Gross LY Net Profit 30 Days 0 60 Days 0 00 90 Days 0 00 Active and Expired
55. nsured Name M Stewart t as Mary Jane s Cafe Business Address PO Box 123 Executive Sheri Andrews North Sydney NSW 2060 Alternate Exec Division COM Commercial Co Branch BA Insurance Systems Debtor MARYO1 MJ Stewart t as Mary Jane s Cafe Currency AU Currency Sum Insured AUD Policy Start 30 11 2005 Policy End 30 11 2006 End Text At 4pm Local Time Effective Start 30 11 2005 Entry Date 23 02 2006 Entered By ands S Andrews Insurer Details Vero Insurance Annual MM insurer Lead Part Terms Policy No Brokerage Brokerage wis wtax Amount Yo Flat Amount BBs Vero Insurance Y 100 0000 90 To Be Advised 5 0000 0 00 0 00 Subagent Details Policy Specific Details Standard Schedule Risk Details and Premiums Premium Summary Client Payable 2 292 18 Actions las Select Wording Clauses and Notes Invoice Particulars Invoice No Clicking on the button again collapses the selected section Ibais User Manual 2 13 BA Insurance Systems Policy Transaction Chapter 2 Enquiries amp Processing 06020016 Class Insured Details Insured MARYOL Renewal Type a BUSINESS Annual Non adjustable Transaction Status M J Stewart t as Mary Jane s Cafe MJ Stewart t as Mary Jane s Cafe Insured Name MJ Stewart t as Mary Jane s Cafe poL New Policy 4 A
56. oice No BUSINESS Annual Non adjustable 10 00 0 00 182 00 2 292 18 70 00 7 00 0 00 0 00 2 105 18 0 00 0 00 170 00 Transaction Status LU MJ Stewart t as Mary Jane s Cafe MJ Stewart t as Mary Jane s Cafe Insured Name M J Stewart t as Mary Jane s Cafe Entered By ands S Andrews Actions New Policy Active Previous Business Address PO Box 123 North Sydney NSW 2060 Executive Alternate Exec Division COM Debtor MARYOL Policy Start 30 11 2005 Effective Start Insurer Details Subagent Details Policy Specific Details Risk Details and Premiums Premium Summary Wording Clauses and Notes Invoice Particulars Statistical Code Business Analysis Code 30 11 2005 Commercial M J Stewart t as Mary Jane s Cafe Policy End 30 11 2006 Effective End 39 11 2006 Vero Insurance Standard Schedule Yy Client Payable y A Invoice No New Business New Client New Business Existing Client Renewable Co Branch 0 Currency AUD Sheri Andrews BA Insurance Systems Currency Sum Insured 4UD End Text t 4pm Local Time Entry Date L 2 292 18 Brief Detail New Business New Client Detail Notes Commercial Package Cover Invoice Text Ibais User Manual 2 14 23 02 2006 Entered By ands S Andrews
57. ord such as the Exec code Policy Maintenance is accessed from the Transaction Entry drop down menu as shown here Account Selection Change Password All Options Client Processing Client Code HOBB001 4 Bob Hobbin Actions Select Action Transaction Entry M Address 333 Fairy Glen Parade Contact Person Woodland Glad Sd ax Telephone Retail Wholesale N Business Phone Association Mobile Phone Email Post Code Fax No Executive Sheri Andrews TY Gross 960 01 TY Net Profit Unallocated 0 00 Current 0 00 Balance 960 01 LY Gross LY Net Profit 30 Days 0 00 60 Days 0 00 90 Days 0 00 Active and Expired Policies l Click gt gt cell to view policy history Click any highlighted cell to view details x La 5 Client Orig Client O S Creditor Creditor Memo No gt Type Class Risk Description Policy Number U W St Start End Invoice pr Amt Orig Amt O S Amt Pol PBI Risk Description To Be Advised 9 A 20 11 06 20 11 07 960 01 960 01 782 91 782 91 Policies 1 Transaction Summary amp Memo No 07060008 Actions Select Enquiry M Transaction Entry Transaction Entry Tran Date 11 06 07 Premium 555 00 Insurer Quotation Class BUSINESS FSL 199 80 Premium Chad Client Quotation Placing Slip Co Branch 0 Division COM Underwriter GST 75 48 Commission Cover Note Insurer 9 Zurich Australian Insurance Stamp Duty 74 73 Commission GS Endorsement Cancellation Executive ANDS Sheri Andrews Policy Fee 0 00 Alternate Exec
58. petto and Pinoccio Wood Geppe 4 B N o Unclassified AFSL Code Not Entered t o Sales Tax Exempt C1 Postal Code 2000 Amend address details then CLICK m Submit 9996669 Fax 3990098 0418453099 Business Phone 9809090 wood hotmail com au Geppetto wood mr First Name E amp P Mr G amp P Wood Sirs T Yes Print CC Letters No S a D y Last Name wood Geppetto and Pinoccio Wood Geppetto and Pinoccio Wood a fa DOM p FSRA Client Non FSRA Client O Service Tax Stamp Duty Exempt i TRAIN4 Tammy Trainee Forced Fee Exempt a D Commenced 04 02 03 Tammy Trainee TRAING Submit Clear Delete Once you Submit the changes the following screen appears which allows you to determine which policies you require the change to reflect Some changes such as Name Address Operations Executive and Division affect all policies Please Note bais User Manual 2 21 BA Insurance Systems Chapter 2 Enquiries amp Processing Policy Details Change Policy Details Difference Memo Class Description Start Date End Date Status Addr Ops 09050005 PBI BUSINESS INSURANCE 04 05 2007 04 05 2008 A 09050004 PBI BUSINESS INSURANCE 30 04 2009 30 04 2010 A Click to view a memo Details on Policy will appear and New Client Details 09010003 08120011 R FIR 08120011 FIR Policies 56 Details on Polic
59. r Premium 1 400 00 FSL 420 00 Underwriter GST 182 00 Stamp Duty 150 18 Policy Fee 0 00 Other Charges 0 00 2 182 18 100 00 Rebate Amount 0 00 Brokers Fee GST 10 00 Premium Charges Brokers Fee Client Payable 2 292 18 Premium Charges Commission Commission GST Witholding Tax FBC Due to Insurers Broker Gross Profit Subagent Comm Broker Net Profit Subagent GST Client GST 2 182 18 70 00 7 00 0 00 2 105 18 170 00 0 00 170 00 0 00 192 00 Ibais User Manual 2 5 BA Insurance Systems Chapter 2 Enquiries amp Processing Policy Search an example The Policy Search option has a number of Search Criteria However in this case we are simply looking for the insured name Mary We are also looking for Current Policies only Memo No Insured Name Invoice No or Policy No or Risk Description Version Current Policy Search Clicking the Policy Search hyperlink generates the following result Client Policy Details Search Invoice Number 04050012 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised ALLIANZ 11371 PAI ANDS Group PA 04060002 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised 9 11954 CMY ANDS rps999 04060003 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised To Be Advise ALLIANZ 11652 PULSE ANDS 04060007 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised HOLLARD 11649 PAI ANDS P A amp Illness 04060008 PIGOU
60. rs Full Ledger Change Account Change Password Logout Client Processing MARYOL PO Box 123 North Sydney NSW 2060 Client Code amp MJ Stewart t as Mary Jane s Cafe Actions Select Address Contact Details Mary Jane Stewart Telephone 02 9999 0000 Retail Wholesale Association 0400 000 000 Email 02 9999 0011 Current 60 Days Business Phone Mobile Phone Fax No maryjane email com Post Code R i Executive Sheri ndrews TY Net Profit LY Net Profit TY Gross LY Gross 2 953 79 Unallocated 30 Days Balance 2953 79 2953 79 90 Days 0 00 Active and Expired Policies amp Click gt gt cell to view policy history Click any highlighted cell to view details Client Orig Client O S Art Art 2292 18 2292 18 661 61 661 61 Creditor Creditor Orig Amt O S Amt 2105 18 2105 18 549 41 549 41 gt Type Class Risk Description Policy Number U W Invoice BB pcol per COMMERCIAL PACKAC To Be Advised 5 Pol CMY ABC654 2000 TOYOT4 To Be Advised 10 Memo No St Start End amp 30 11 05 30 11 06 Jlf amp 30 11 05 30 11 06 PELDE Transaction Summary a Memo No 06020016 Select v 23 02 06 Class BUSINESS Co Branch 0 Insurer 5 Tran Date Executive Alternate Exec Subagent Currency UD Business Insured Name Division Vero Insurance Sheri Andrews Coinsurance N Policy Number To Be Advised M Stewart t as Mary Jane s Cafe Cancelled and Lapsed Policies YW Clea
61. s PBI BUSINESS Transaction POL New Policy Renewal Type ANN Annual Non adjustable Status A Active Insured Details MJ Stewart t as Mary Jane s Cafe Insured IMARYOL M J Stewart t as Mary Jane s Cafe Insured Name m J Stewart t as Mary Jane s Cafe Business Address PO Box 123 Executive Sheri Andrews North Sydney NSW 2060 Alternate Exec Division COM Commercial Co Branch 0 BA Insurance Systems Debtor MARYOL MJ Stewart t as Mary Jane s Cafe Currency AUD Currency Sum Insured AUD Policy Start 30 11 2005 Policy End 30 11 2006 End Text At 4pm Local Time Effective Start 30 11 2005 Effective End 30 11 2006 Entry Date 23 02 2006 Entered By ands S ndrews Insurer Details Vero Insurance Subagent Details Policy Specific Details Standard Schedule Risk Details and Premiums Premium Summary Client Payable 2 292 18 Actions E Select Wording Clauses and Notes Invoice Particulars Invoice No Ibais User Manual 2 12 BA Insurance Systems Chapter 2 Enquiries amp Processing LA Clicking on the button expands the selected section Policy Transaction Memo No lo6020016 Class per BUSINESS Transaction poL New Policy Renewal Type ANN Annual Non adjustable Status 4 Active Insured Details A MJ Stewart t as Mary Jane s Cafe Insured MARYOL M J Stewart t as Mary Jane s Cafe I
62. s and Notes Insurers Standard Invoice Particulars Invoice No Use the Select Box on the Premium Summary Section to access the Scheme Debtors Form and enter the changes into the Endorsement Section SING TEST Test Account Scheme Debtors Scheme Debtors cd Pos Bk Fee Rebate Fee Gst BIB 22022010 GREEN DoT CAPITAL PT 560 000 00 53 533 93 000 eoo 26 666 67 000 O0 ooo 0 00 000 000 EC M CS E TT A aT E TS ME 002010 MOBILE SOLUTIONS ANG 200 000 00 190 476 19 0 00 0 00 9 523 81 o oo o oo 0 00 o oo ooo 0 00 Aou ose immouol 95 258 20 oo 0 00 4 761 90 om 0 00 0 00 0 00 0 00 vw Being fate SC EC root fl imo0z01Q MOBILE SOLUTIONS AND 52 500 00 50 000 00 0 00 0 00 2 500 00 0 00 0 00 o oo 0 00 0 00 Accept this form and Submit the form to update the policy Ibais User Manual 2 51 BA Insurance Systems Chapter 2 Enquiries amp Processing General Letters This function allows you to generate a letter which may be linked or saved to a Memo Client or Insurer The letter may be selected from a Base Letter and customised or free form To access General Letters go Available Forms and Reports Type Select Type Category Select Category Sub Category Select Sub Category Favorites Type Category Sub Category Form Report Click to Run Favorites Task Management No Processing Tasks and Notes Entry No Click on General Letters and the follow
63. s bais com au baweb webLocal asp Internet Click on the fire to view the document Ibais User Manual 2 33 BA Insurance Systems Chapter 2 Enquiries amp Processing Suspending a Transaction At any time during processing prior to submitting you can Suspend the transaction by Clicking on the L Suspend button This allows you to Suspend a policy transaction to retrieve at a later time to continue processing To Suspend a policy Click L__Suspend _ and the following message will display VBScript D x 4re you sure to want to suspend this record Click YES to Suspend and return to the Client Processing screen or NO if you want to resume the processing No How to Retrieve a Suspended Transaction Click to retrieve a suspended new policy or quote transaction any Suspended transactions are displayed at the end of the list as S trantype date policy class For example new policy S Pol 071207 Phh or quote S Quo 071207 Phh Client Processing Client Code CRIC Aj CRICKET SUPPLIES P L Actions Select Action Transaction Entry 7 y Transaction Entry a Address Unit 1 AND 3 Contact Person Jimmy Cricket Insurer Quotation 132 Cricket Lane lient tati Telephone 999 9999 Retail Wholesale N Client Quotation Crows Nest P Placing Slip Business Phone Association Mobile Phone Email al Post Code 2065 Fax No Executive TY Gross 2 943 50 TY Net Profit 250 00 Unallocated Current
64. se has been searched and all records containing MARY have been returned Please note that this search requires the search criteria to be specified from the beginning of the word e g M Ibais User Manual 2 6 BA Insurance Systems Chapter 2 Enquiries amp Processing The search can be further refined Client Policy Details Search Invoice Number 04050012 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised ALLIANZ 11371 PAI ANDS Group PA 04060002 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised 9 11954 CMY ANDS rps999 04060003 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised To Be Advise ALLIANZ 11652 PULSE ANDS 04060007 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised HOLLARD 11649 PAI ANDS P A amp Illness 04060008 PIGOUT HARRY AND MARY SMITH T AS PIG OL 5341256 HOLLARDO111388 PAI ANDS Personal Accident 04060009 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised 11390 PULSE ANDS 04060010 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised 11391 PULSE ANDS 04060012 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised 11400 PULSE ANDS 04060013 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised 11401 PULSE ANDS 04060014 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised 11402 PULSE ANDS 04060015 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised 11403 PULSE ANDS 04060016 PIGOUT HARRY AND MARY SMITH T AS PIG OL To Be Advised 11405 PULSE ANDS 04060017 PIGOUT HARRY AND MARY SMITH T AS P
65. sk Description iy Version Current M Current Policy Search You are able to search on the Current Version of the Policy or on All versions by selecting your choice in the drop down box Ibais User Manual 2 2 BA Insurance Systems Chapter 2 Enquiries amp Processing Client Search an example In this example we are looking for a client named Mary We do not know the surname but know that there is a J in the name a aa FPT c Proce oS ae Lnent Processing HENI roc MG F Debtors Full Led Client Processing Client Code Memo No Client Details Search Policy Details Search Insured Name MARY Insured Name and Insured Name Invoice No or Policy No or Risk Description Client Search Policy Search Enter Mary in the Insured Name field and J in the and Insured Name field Clicking on the Client Search hyperlink produces the following result lient Selection Client No Insured Name Executive Client Name Address Line 1 JOHNO1 Geoffrey and Mary Johnson ANDS Geoffrey and Mary Johnson MARYOL M J Stewart tias Mary Jane s Cafe ANDS MJ Stewart tias Mary Jane s Cafe JAMESM MISS MARY JAMES T AS PRETTY FLOWERS ANDS MISS MARY JAMES T AS PRETTY FLOWERS 123 PRINCES HWY Refine Search Insured Name Executive Home Business Phone The Search may return multiple pages of results each contains MARY and J I
66. stee aaneeda needed nee eee ne 2 41 Setting up Association COCES ccccccccsesseeecceeeeeaaeeseececeeeesaaseeeceeeeesssaaaeeeeeeesssueaaseeeeeeeeseaas 2 41 Recording Association Codes on Client File cccccccccccesececeeeeeeeeeeseeeeeesesseeeeeeeeeeeesesaaageees 2 42 Viewing the Associated Clients iii 2 43 SCHEME DEBTOR arrai nas anne a se states en bee 2 44 OO ae a ee a a na E a tt 2 44 Establishing the Scheme Debtor Re 2 45 Creating th TYANSACHION issssssssssssssssensssns sss ennessssenanctennnenseinstonc enensssndenneesennnnneenneteseenee 2 46 Amending Transactions saidaccsnonntdnuncinoniecenteensansdondsanntiderariianderonaitaeasiioadscondidhiedduandecenaetvessiianiends 2 50 G N R EE TIE A tae setae AE EE A E E E E E E 2 52 BATCH PRINTING OF DOCUMENTS ccssssssseeeeeeceeeeceeecceceeccccassssseenneceeeeeeeeecseeseeccoassssssseseneeeeeeeees 2 54 ACCESSING DOCUMENT MANAGEMENT SYSTEMS WITHIN BAIS c cccecesescesecesescecececessevececeseeveceeerseveees 2 56 Ibais User Manual BA Insurance Systems Chapter 2 Enquiries amp Processing Chapter 2 Enquiries amp Processing Client Enquiries Client Processing Debtors Full Ledger Change Account Change Password Logout Client Processing Client Code Memo No Client Details Search Policy Details Search Insured Name Insured Name and Insured Name 5 Invoice No or Policy No
67. unt Outstanding 4239 12407 INVB Broking Inv 23 02 2006 30 11 2005 06020016 PBI BUSINESS 2292 18 2292 18 4238 12406 INVB Broking Inv 23 02 2006 30 11 2005 06020015 CMY Commercial Motor Vehic 661 61 661 61 Full History Ledger Tran No Document No Type Description Entry Date Tran Date Reference Class Original Amount Outstanding 4239 12407 INVB Broking Inv 23 02 2006 30 11 2005 06020016 PBI BUSINESS 2292 18 2292 18 4238 12406 INVB Broking Inv 23 02 2006 30 11 2005 06020015 CMY Commercial Motor Vehic 661 61 661 61 Total Outstanding 2953 79 https designbais bais com au baweb webLocal asp D Internet To return to the main enquiry simply click Previous or the in the corner Ibais User Manual 2 9 BA Insurance Systems Chapter 2 Enquiries amp Processing On the Detailed Enquiry form the cell highlighted as shown here points to the active record in the Specific Section Client Processing Debtors Full Ledger Change Account Change Pas word Logout Client Processing Client Code amp MJ Stewart tis Mary Jane s Cafe Actions Select x Address PO Box 123 Contact Details Mary Jane Stewart North Sydney NSW 2060 Telephone 02 9999 0000 Retail Wholesale Business Phone Association Mobile Phone 0400 000 000 Email maryjane email com Post Code 2060 j Fax No 02 9999 0011 Executive Sheri Andrews TY Gross 2 953 TY Net Profit 272 00 Unallocated Current Balance 2953 79 LY Gross LY Net Profit
68. use will replace this one in the box and can be copied and pasted into its correct position Ibais User Manual 2 29 BA Insurance Systems Chapter 2 Enquiries amp Processing Next complete the Risk Section Risk Details and Premiums __ Brokerage State Area Description Add Risk x Item Class Base Premium FSL Stamp Duty Total E DesignBais Tools General Premium Details General Premium Details Item Number State ALL Singapore MONEY Area l All Areas Insurance Class RL e Risk Description Annual Premium Base Premium Adjustment Total Premium Fire Levy Amt GST Stamp Duty Total 15 000 00 1 _ 15 000 00 0 00 750 00 0 00 15 750 00 https designbais bais com au bawebjwebLocal asp D Internet The risk description will enable the risk to be retrieved using that description Once the Risk has been submitted the system will calculate the Premium charges and commission Premium Summary Annual Premium Premium FSL Stamp Duty a 15 000 00 0 00 0 00 Brokers Fee Rebate Fee GST Non Refunded Brokerage Non Refunded Brokerane GET Jon Refunded Brokerage GSI Other Charges Premium GST 0 00 750 00 Policy Fee Policy Fee GST Client Payable Refund Br oKerage 15 0000 Brokerage Brokerage GST FBC Witholding Tax Due to Insurer Su
69. y Memo No 09030003 New Client Details Difference on new screen displayed as a Yes If these are correct you may Update ALL Policies Insured Harry and Mary Smith T AS Pig Out Cafe Address P O Box 1235 North Sydney NSW 2060 Operation Cafe Restaurant No deep frying Executive ANDS Sheri Andrews Alt Exec STAJ jenell Division COM Update Insured Name A Update Operations C Update Division O Update Insured Address C Update Executive C Update Alt Executive Update ALL Policies NO Update ALL Policies Select NO if you only want to When a memo is highlighted the fields will default from the changes You may Click on the box to deselect an option or leave as is to update If the memo is not highlighted you must select an option update highlighted policy and YES if you wish to update ALL When you have input your selection Click Submit to process the transaction Once complete the Difference section will be updated to reflect the new data If all updated to new data there will only be NO Difference displayed Policy Details Change Policy Details Difference Memo Class Description Start Date End Date Addr Ops PBI BUSINESS INSURANCE 04 05 2007 04 05 2008 VES PBI BUSINESS INSURANCE 30 04 2009 30 04 2010 VES INSTRV Travel 09 03 2009 09 03 2010 NO 09030003 PBI BUSINESS INSURANCE 21 03 2008 21 03 2009 NO FEE Fee 20 01 2009 20 01 2009 NO FIR Fire 01 12 2009 01 12 2010 NO FIR Fire 01 12 2008 01 12 2009 NO Po

Chapter 2 Enquiries & Processing

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Chapter 2 Enquiries & Processing